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 4-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 | $15,820 | $77,899-79.7% | $149,673-89.4% | $75,163-79.0% |
| Participation rate | 17.1% | 65.6%-48.5pp | 78.8%-61.7pp | 67.2%-50.1pp |
| Annual return | 20.85% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $297 | $3,137-90.5% | $4,818-93.8% | $2,670-88.9% |
| Participant deferral / active EE | $1,251 | $3,411-63.3% | $5,680-78.0% | $4,125-69.7% |
| Admin fee / account holder | $13 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |