See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,788 | $107,334-82.5% | $92,893-79.8% | $152,861-87.7% |
| Participation rate | 30.0% | 79.8%-49.8pp | 76.0%-46.0pp | 82.4%-52.4pp |
| Annual return | 21.61% | 145.58%-124.0pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $459 | $4,221-89.1% | $3,653-87.4% | $4,762-90.4% |
| Participant deferral / active EE | $1,560 | $4,845-67.8% | $4,236-63.2% | $5,850-73.3% |
| Admin fee / account holder | $55 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |