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 8-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 | $8,781 | $72,400-87.9% | $67,502-87.0% | $145,922-94.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 11.85% | 7182.46%-7170.6pp | 3512.12%-3500.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $300 | $3,069-90.2% | $2,731-89.0% | $4,660-93.6% |
| Participant deferral / active EE | $1,266 | $4,783-73.5% | $4,000-68.4% | $6,688-81.1% |
| Admin fee / account holder | $168 | $5,539-97.0% | $3,998-95.8% | $13,397-98.7% |