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 | $13,809 | $88,710-84.4% | $81,783-83.1% | $145,959-90.5% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.4%-40.5pp | 80.3%-48.5pp |
| Annual return | 13.37% | 1027.26%-1013.9pp | 775.05%-761.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,224 | $4,645-73.6% | $4,320-71.7% | $6,689-81.7% |
| Admin fee / account holder | $59 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |