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 6-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 | $25,344 | $106,515-76.2% | $96,683-73.8% | $139,434-81.8% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 27.47% | 38.43%-11.0pp | 35.69%-8.2pp | 372.94%-345.5pp |
| Employer contribution / active EE | $403 | $4,103-90.2% | $3,737-89.2% | $4,751-91.5% |
| Participant deferral / active EE | $1,374 | $5,454-74.8% | $4,878-71.8% | $6,710-79.5% |
| Admin fee / account holder | $47 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |