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 | $11,430 | $95,561-88.0% | $77,163-85.2% | $139,434-91.8% |
| Participation rate | 44.4% | 73.9%-29.5pp | 69.6%-25.1pp | 80.3%-35.9pp |
| Annual return | 28.40% | 54.92%-26.5pp | 37.87%-9.5pp | 372.94%-344.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,521 | $4,624-45.5% | $3,833-34.2% | $6,710-62.4% |
| Admin fee / account holder | $16 | $8,295-99.8% | $5,472-99.7% | $11,403-99.9% |