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 6-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 | $8,954 | $69,207-87.1% | $64,056-86.0% | $139,434-93.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 29.40% | 45.88%-16.5pp | 33.69%-4.3pp | 372.94%-343.5pp |
| Employer contribution / active EE | $45 | $3,182-98.6% | $2,747-98.4% | $4,751-99.1% |
| Participant deferral / active EE | $1,975 | $4,682-57.8% | $3,880-49.1% | $6,710-70.6% |
| Admin fee / account holder | $184 | $4,244-95.7% | $3,068-94.0% | $11,403-98.4% |