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 3-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 | $10,802 | $68,097-84.1% | $62,929-82.8% | $137,256-92.1% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 21.66% | 1859.11%-1837.5pp | 1063.93%-1042.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $102 | $2,811-96.4% | $2,505-95.9% | $4,156-97.6% |
| Participant deferral / active EE | $2,954 | $4,553-35.1% | $3,888-24.0% | $6,407-53.9% |
| Admin fee / account holder | $65 | $6,521-99.0% | $5,065-98.7% | $12,270-99.5% |