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 8-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 | $15,297 | $53,822-71.6% | $75,696-79.8% | $85,850-82.2% |
| Participation rate | 16.7% | 69.1%-52.4pp | 74.8%-58.2pp | 69.3%-52.6pp |
| Annual return | 15.59% | 24.54%-9.0pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $70 | $2,017-96.5% | $2,743-97.4% | $2,565-97.3% |
| Participant deferral / active EE | $894 | $2,895-69.1% | $3,821-76.6% | $3,952-77.4% |
| Admin fee / account holder | $60 | $3,343-98.2% | $3,619-98.3% | $6,260-99.0% |