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 | $37,598 | $69,207-45.7% | $64,056-41.3% | $139,434-73.0% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 18.23% | 45.88%-27.7pp | 33.69%-15.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,185 | $4,682-53.3% | $3,880-43.7% | $6,710-67.4% |
| Admin fee / account holder | $30 | $4,244-99.3% | $3,068-99.0% | $11,403-99.7% |