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 | $13,482 | $77,899-82.7% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 27.0% | 65.6%-38.6pp | 78.8%-51.8pp | 67.2%-40.2pp |
| Annual return | 29.94% | 31.72%-1.8pp | 134.42%-104.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $41 | $3,137-98.7% | $4,818-99.1% | $2,670-98.5% |
| Participant deferral / active EE | $1,186 | $3,411-65.2% | $5,680-79.1% | $4,125-71.3% |
| Admin fee / account holder | $71 | $5,956-98.8% | $13,210-99.5% | $5,651-98.7% |