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 | $13,687 | $43,327-68.4% | $59,878-77.1% | $64,186-78.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | 42.26% | -1.55%+43.8pp | 3.46%+38.8pp | 7.63%+34.6pp |
| Employer contribution / active EE | $222 | $2,028-89.1% | $2,722-91.9% | $2,381-90.7% |
| Participant deferral / active EE | $1,602 | $2,546-37.1% | $3,402-52.9% | $3,470-53.8% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |