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 | $9,792 | $54,705-82.1% | $71,209-86.2% | $84,808-88.5% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.8%-50.4pp | 68.3%-45.0pp |
| Annual return | 16.69% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $769 | $3,030-74.6% | $4,175-81.6% | $4,212-81.7% |
| Admin fee / account holder | $52 | $4,863-98.9% | $5,349-99.0% | $7,344-99.3% |