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 | $24,573 | $106,584-76.9% | $101,326-75.7% | $142,382-82.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 23.27% | 36.93%-13.7pp | 36.82%-13.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,753 | $8,297-30.7% | $7,994-28.0% | $6,507-11.6% |
| Admin fee / account holder | $93 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |