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 | $45,750 | $78,672-41.8% | $109,143-58.1% | $85,850-46.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 75.9%-25.9pp | 69.3%-19.3pp |
| Annual return | 18.29% | 25.09%-6.8pp | 25.75%-7.5pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,876 | $3,467-17.1% | $4,653-38.2% | $3,952-27.2% |
| Admin fee / account holder | $20 | $5,469-99.6% | $6,752-99.7% | $6,260-99.7% |