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 5-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 | $79,857 | $48,795+63.7% | $65,493+21.9% | $84,808-5.8% |
| Participation rate | 10.3% | 67.0%-56.6pp | 73.1%-62.7pp | 68.3%-58.0pp |
| Annual return | 22.37% | 20.20%+2.2pp | 982.45%-960.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,550 | $2,928-47.1% | $3,961-60.9% | $4,212-63.2% |
| Admin fee / account holder | $103 | $3,877-97.3% | $5,028-97.9% | $7,344-98.6% |