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 | $56,984 | $81,248-29.9% | $155,509-63.4% | $80,856-29.5% |
| Participation rate | 52.3% | 66.2%-14.0pp | 78.2%-25.9pp | 67.6%-15.4pp |
| Annual return | 13.55% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,291 | $3,452+53.3% | $5,626-6.0% | $4,296+23.2% |
| Admin fee / account holder | $103 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |