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 | $8,364 | $58,208-85.6% | $81,812-89.8% | $80,856-89.7% |
| Participation rate | 69.2% | 63.4%+5.8pp | 72.3%-3.1pp | 67.6%+1.6pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,540 | $3,281-53.1% | $4,319-64.3% | $4,296-64.1% |
| Admin fee / account holder | $292 | $4,981-94.1% | $7,386-96.0% | $6,918-95.8% |