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 | $43,454 | $89,753-51.6% | $107,525-59.6% | $84,808-48.8% |
| Participation rate | 29.6% | 68.1%-38.4pp | 75.1%-45.4pp | 68.3%-38.7pp |
| Annual return | 19.81% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $732 | $3,113-76.5% | $3,754-80.5% | $2,631-72.2% |
| Participant deferral / active EE | $1,949 | $4,056-51.9% | $5,116-61.9% | $4,212-53.7% |
| Admin fee / account holder | $217 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |