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 4-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 | $9,870 | $53,516-81.6% | $126,539-92.2% | $84,808-88.4% |
| Participation rate | 39.6% | 58.2%-18.7pp | 69.8%-30.2pp | 68.3%-28.7pp |
| Annual return | 22.84% | 58.34%-35.5pp | 425.95%-403.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $142 | $1,535-90.7% | $3,674-96.1% | $2,631-94.6% |
| Participant deferral / active EE | $749 | $2,671-71.9% | $4,083-81.6% | $4,212-82.2% |
| Admin fee / account holder | $240 | $4,497-94.7% | $6,065-96.0% | $7,344-96.7% |