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 | $13,969 | $99,921-86.0% | $85,009-83.6% | $145,959-90.4% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 15.14% | 83.89%-68.7pp | 66.47%-51.3pp | 561.95%-546.8pp |
| Employer contribution / active EE | $309 | $3,233-90.4% | $2,728-88.7% | $4,661-93.4% |
| Participant deferral / active EE | $928 | $5,293-82.5% | $4,522-79.5% | $6,689-86.1% |
| Admin fee / account holder | $40 | $7,252-99.5% | $6,153-99.4% | $13,398-99.7% |