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 | $19,065 | $81,248-76.5% | $155,509-87.7% | $80,856-76.4% |
| Participation rate | 25.7% | 66.2%-40.6pp | 78.2%-52.5pp | 67.6%-42.0pp |
| Annual return | 22.02% | 33.31%-11.3pp | 64.67%-42.6pp | 35.59%-13.6pp |
| Employer contribution / active EE | $44 | $3,100-98.6% | $4,672-99.1% | $2,755-98.4% |
| Participant deferral / active EE | $1,177 | $3,452-65.9% | $5,626-79.1% | $4,296-72.6% |
| Admin fee / account holder | $121 | $7,997-98.5% | $15,912-99.2% | $6,918-98.3% |