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 | $26,534 | $108,919-75.6% | $100,391-73.6% | $145,922-81.8% |
| Participation rate | 63.6% | 82.9%-19.3pp | 81.5%-17.8pp | 80.3%-16.6pp |
| Annual return | 14.72% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,095 | $8,445-4.1% | $8,082+0.2% | $6,688+21.0% |
| Admin fee / account holder | $75 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |