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 8-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 | $38,620 | $65,365-40.9% | $92,893-58.4% | $72,985-47.1% |
| Participation rate | 13.3% | 68.3%-55.0pp | 76.0%-62.7pp | 69.5%-56.2pp |
| Annual return | 31.40% | 42.10%-10.7pp | 109.41%-78.0pp | 81.00%-49.6pp |
| Employer contribution / active EE | $497 | $2,594-80.8% | $3,653-86.4% | $2,440-79.6% |
| Participant deferral / active EE | $1,533 | $3,128-51.0% | $4,236-63.8% | $3,607-57.5% |
| Admin fee / account holder | $250 | $4,251-94.1% | $5,794-95.7% | $5,124-95.1% |