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 3-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 | $19,760 | $83,337-76.3% | $67,834-70.9% | $273,961-92.8% |
| Participation rate | 41.2% | 76.4%-35.3pp | 68.8%-27.6pp | 83.0%-41.8pp |
| Annual return | 7.28% | 259.45%-252.2pp | 138.47%-131.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,142 | $4,088-47.6% | $3,160-32.2% | $5,287-59.5% |
| Admin fee / account holder | $16 | $6,752-99.8% | $4,622-99.7% | $10,132-99.8% |