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 | $20,070 | $106,515-81.2% | $96,683-79.2% | $139,434-85.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.92% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $748 | $4,103-81.8% | $3,737-80.0% | $4,751-84.3% |
| Participant deferral / active EE | $1,854 | $5,454-66.0% | $4,878-62.0% | $6,710-72.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |