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 5-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 | $9,732 | $169,161-94.2% | $129,295-92.5% | $145,959-93.3% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 11.44% | 14348.07%-14336.6pp | 9429.28%-9417.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $122 | $5,543-97.8% | $4,157-97.1% | $4,661-97.4% |
| Participant deferral / active EE | $1,224 | $4,989-75.5% | $4,169-70.6% | $6,689-81.7% |
| Admin fee / account holder | $47 | $9,878-99.5% | $7,665-99.4% | $13,398-99.7% |