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 3-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 | $47,987 | $74,888-35.9% | $71,209-32.6% | $142,382-66.3% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 20.30% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $377 | $2,854-86.8% | $2,721-86.1% | $4,299-91.2% |
| Participant deferral / active EE | $2,503 | $4,454-43.8% | $4,175-40.1% | $6,507-61.5% |
| Admin fee / account holder | $160 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |