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 | $18,075 | $58,208-68.9% | $81,812-77.9% | $80,856-77.6% |
| Participation rate | 27.3% | 63.4%-36.1pp | 72.3%-45.1pp | 67.6%-40.4pp |
| Annual return | 14.61% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $742 | $3,281-77.4% | $4,319-82.8% | $4,296-82.7% |
| Admin fee / account holder | $19 | $4,981-99.6% | $7,386-99.7% | $6,918-99.7% |