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 | $12,758 | $46,553-72.6% | $64,056-80.1% | $75,163-83.0% |
| Participation rate | 28.1% | 65.9%-37.8pp | 72.3%-44.2pp | 67.2%-39.1pp |
| Annual return | 14.47% | 26.03%-11.6pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $215 | $1,974-89.1% | $2,747-92.2% | $2,670-92.0% |
| Participant deferral / active EE | $1,862 | $2,837-34.4% | $3,880-52.0% | $4,125-54.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |