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 6-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 | $10,959 | $73,867-85.2% | $143,757-92.4% | $68,494-84.0% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | 13.63% | 1.01%+12.6pp | -0.04%+13.7pp | -7.84%+21.5pp |
| Employer contribution / active EE | $217 | $3,184-93.2% | $4,951-95.6% | $2,596-91.7% |
| Participant deferral / active EE | $1,183 | $3,384-65.1% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |