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 | $34,137 | $95,803-64.4% | $113,168-69.8% | $84,808-59.7% |
| Participation rate | 32.6% | 72.9%-40.3pp | 76.6%-44.0pp | 68.3%-35.8pp |
| Annual return | 32.41% | 25.00%+7.4pp | 24.27%+8.1pp | 40.90%-8.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,580 | $4,242-15.6% | $5,107-29.9% | $4,212-15.0% |
| Admin fee / account holder | $281 | $8,989-96.9% | $12,068-97.7% | $7,344-96.2% |