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 | $4,233 | $104,974-96.0% | $95,585-95.6% | $142,382-97.0% |
| Participation rate | 38.5% | 75.0%-36.5pp | 72.1%-33.6pp | 80.1%-41.7pp |
| Annual return | 203.68% | 210.33%-6.6pp | 38.56%+165.1pp | 217.08%-13.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,895 | $4,352-56.5% | $4,023-52.9% | $6,507-70.9% |
| Admin fee / account holder | $31 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |