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 4-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 | $13,786 | $68,719-79.9% | $91,541-84.9% | $84,808-83.7% |
| Participation rate | 29.4% | 64.5%-35.1pp | 69.8%-40.4pp | 68.3%-38.9pp |
| Annual return | 18.62% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,300 | $3,136-58.5% | $4,008-67.6% | $4,212-69.1% |
| Admin fee / account holder | $291 | $5,786-95.0% | $6,956-95.8% | $7,344-96.0% |