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 4-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 | $16,892 | $100,004-83.1% | $81,438-79.3% | $145,959-88.4% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.5%-58.4pp | 80.3%-69.2pp |
| Annual return | 30.25% | 34.34%-4.1pp | 24.74%+5.5pp | 561.95%-531.7pp |
| Employer contribution / active EE | $104 | $2,970-96.5% | $2,460-95.8% | $4,661-97.8% |
| Participant deferral / active EE | $1,241 | $4,603-73.0% | $3,883-68.0% | $6,689-81.4% |
| Admin fee / account holder | $62 | $8,202-99.2% | $5,764-98.9% | $13,398-99.5% |