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 8-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 | $27,357 | $106,890-74.4% | $84,015-67.4% | $152,861-82.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 14.67% | 104.99%-90.3pp | 71.31%-56.6pp | 345.32%-330.7pp |
| Employer contribution / active EE | $259 | $2,734-90.5% | $1,983-86.9% | $4,762-94.6% |
| Participant deferral / active EE | $1,122 | $4,011-72.0% | $3,239-65.4% | $5,850-80.8% |
| Admin fee / account holder | $273 | $8,285-96.7% | $6,101-95.5% | $11,596-97.6% |