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 | $31,341 | $81,460-61.5% | $103,333-69.7% | $80,856-61.2% |
| Participation rate | 25.7% | 66.8%-41.1pp | 74.5%-48.8pp | 67.6%-41.9pp |
| Annual return | 12.19% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,736 | $3,869-55.1% | $5,057-65.7% | $4,296-59.6% |
| Admin fee / account holder | $186 | $6,566-97.2% | $8,355-97.8% | $6,918-97.3% |