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 | $9,976 | $46,553-78.6% | $64,056-84.4% | $75,163-86.7% |
| Participation rate | 22.9% | 65.9%-43.1pp | 72.3%-49.4pp | 67.2%-44.3pp |
| Annual return | 24.42% | 26.03%-1.6pp | 33.69%-9.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,113 | $2,837-60.8% | $3,880-71.3% | $4,125-73.0% |
| Admin fee / account holder | $98 | $2,952-96.7% | $3,068-96.8% | $5,651-98.3% |