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 | $13,711 | $106,515-87.1% | $96,683-85.8% | $139,434-90.2% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 30.44% | 38.43%-8.0pp | 35.69%-5.3pp | 372.94%-342.5pp |
| Employer contribution / active EE | $551 | $4,103-86.6% | $3,737-85.3% | $4,751-88.4% |
| Participant deferral / active EE | $2,694 | $5,454-50.6% | $4,878-44.8% | $6,710-59.8% |
| Admin fee / account holder | $22 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |