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 | $23,029 | $62,573-63.2% | $85,682-73.1% | $85,850-73.2% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.9%-49.9pp | 69.3%-49.3pp |
| Annual return | 13.20% | 23.77%-10.6pp | 21.49%-8.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,153 | $2,802-58.8% | $3,923-70.6% | $3,952-70.8% |
| Admin fee / account holder | $299 | $4,640-93.5% | $6,873-95.6% | $6,260-95.2% |