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 | $18,395 | $54,762-66.4% | $90,281-79.6% | $72,985-74.8% |
| Participation rate | 30.3% | 65.1%-34.8pp | 73.3%-43.0pp | 69.5%-39.2pp |
| Annual return | 17.96% | 30.63%-12.7pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $96 | $2,092-95.4% | $2,854-96.7% | $2,440-96.1% |
| Participant deferral / active EE | $1,000 | $2,887-65.4% | $3,885-74.3% | $3,607-72.3% |
| Admin fee / account holder | $134 | $3,972-96.6% | $5,351-97.5% | $5,124-97.4% |