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 | $24,863 | $106,515-76.7% | $96,683-74.3% | $139,434-82.2% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.0pp |
| Annual return | 14.58% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $259 | $4,103-93.7% | $3,737-93.1% | $4,751-94.6% |
| Participant deferral / active EE | $1,910 | $5,454-65.0% | $4,878-60.8% | $6,710-71.5% |
| Admin fee / account holder | $254 | $7,877-96.8% | $6,730-96.2% | $11,403-97.8% |