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 6-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 | $21,638 | $67,823-68.1% | $52,425-58.7% | $137,256-84.2% |
| Participation rate | 9.5% | 63.9%-54.4pp | 55.6%-46.1pp | 80.0%-70.4pp |
| Annual return | 18.03% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $228 | $2,288-90.0% | $1,790-87.2% | $6,407-96.4% |
| Admin fee / account holder | $156 | $2,844-94.5% | $2,495-93.7% | $12,270-98.7% |