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 | $35,336 | $101,618-65.2% | $93,063-62.0% | $137,256-74.3% |
| Participation rate | 14.3% | 74.9%-60.6pp | 72.1%-57.8pp | 80.0%-65.7pp |
| Annual return | 19.64% | 223.95%-204.3pp | 34.15%-14.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $243 | $2,707-91.0% | $2,476-90.2% | $4,156-94.2% |
| Participant deferral / active EE | $951 | $4,279-77.8% | $3,958-76.0% | $6,407-85.2% |
| Admin fee / account holder | $216 | $6,198-96.5% | $6,033-96.4% | $12,270-98.2% |