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 | $20,727 | $102,616-79.8% | $81,983-74.7% | $158,922-87.0% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 35.24% | 61.04%-25.8pp | 41.31%-6.1pp | 302.83%-267.6pp |
| Employer contribution / active EE | $272 | $3,240-91.6% | $2,498-89.1% | $4,761-94.3% |
| Participant deferral / active EE | $1,542 | $4,648-66.8% | $3,722-58.6% | $5,982-74.2% |
| Admin fee / account holder | $82 | $8,235-99.0% | $5,664-98.5% | $11,246-99.3% |