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 | $11,928 | $70,756-83.1% | $65,493-81.8% | $142,382-91.6% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 18.47% | 1754.89%-1736.4pp | 982.45%-964.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,219 | $4,637-73.7% | $3,961-69.2% | $6,507-81.3% |
| Admin fee / account holder | $161 | $6,559-97.5% | $5,028-96.8% | $12,624-98.7% |