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 | $16,068 | $81,632-80.3% | $70,449-77.2% | $158,922-89.9% |
| Participation rate | 58.8% | 77.7%-18.9pp | 75.1%-16.2pp | 82.0%-23.1pp |
| Annual return | 36.80% | 208.40%-171.6pp | 109.03%-72.2pp | 302.83%-266.0pp |
| Employer contribution / active EE | $200 | $3,217-93.8% | $2,737-92.7% | $4,761-95.8% |
| Participant deferral / active EE | $1,935 | $4,554-57.5% | $3,709-47.8% | $5,982-67.7% |
| Admin fee / account holder | $116 | $6,193-98.1% | $3,845-97.0% | $11,246-99.0% |