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 7-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 | $17,513 | $85,022-79.4% | $70,515-75.2% | $139,434-87.4% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 14.79% | 30.38%-15.6pp | 32.77%-18.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $303 | $3,909-92.2% | $2,973-89.8% | $4,751-93.6% |
| Participant deferral / active EE | $1,516 | $5,890-74.3% | $4,567-66.8% | $6,710-77.4% |
| Admin fee / account holder | $291 | $8,906-96.7% | $6,412-95.5% | $11,403-97.4% |