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 | $32,472 | $77,899-58.3% | $149,673-78.3% | $75,163-56.8% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 54.06% | 31.72%+22.3pp | 134.42%-80.4pp | 160.62%-106.6pp |
| Employer contribution / active EE | $155 | $3,137-95.1% | $4,818-96.8% | $2,670-94.2% |
| Participant deferral / active EE | $1,725 | $3,411-49.4% | $5,680-69.6% | $4,125-58.2% |
| Admin fee / account holder | $30 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |