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 | $21,220 | $74,888-71.7% | $71,209-70.2% | $142,382-85.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 23.83% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,074 | $4,454-8.5% | $4,175-2.4% | $6,507-37.4% |
| Admin fee / account holder | $209 | $5,568-96.3% | $5,349-96.1% | $12,624-98.3% |