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 | $10,238 | $48,795-79.0% | $65,493-84.4% | $84,808-87.9% |
| Participation rate | 25.0% | 67.0%-42.0pp | 73.1%-48.1pp | 68.3%-43.3pp |
| Annual return | 21.50% | 20.20%+1.3pp | 982.45%-961.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $87 | $1,930-95.5% | $2,574-96.6% | $2,631-96.7% |
| Participant deferral / active EE | $873 | $2,928-70.2% | $3,961-78.0% | $4,212-79.3% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |