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 | $19,601 | $81,248-75.9% | $155,509-87.4% | $80,856-75.8% |
| Participation rate | 9.1% | 66.2%-57.1pp | 78.2%-69.1pp | 67.6%-58.5pp |
| Annual return | 41.92% | 33.31%+8.6pp | 64.67%-22.7pp | 35.59%+6.3pp |
| Employer contribution / active EE | $302 | $3,100-90.2% | $4,672-93.5% | $2,755-89.0% |
| Participant deferral / active EE | $1,359 | $3,452-60.6% | $5,626-75.8% | $4,296-68.4% |
| Admin fee / account holder | $178 | $7,997-97.8% | $15,912-98.9% | $6,918-97.4% |