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 | $15,850 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 20.66% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,011 | $6,166-67.4% | $5,453-63.1% | $6,407-68.6% |
| Admin fee / account holder | $85 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |