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 3-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 | $9,913 | $48,230-79.4% | $67,502-85.3% | $80,856-87.7% |
| Participation rate | 43.2% | 66.4%-23.1pp | 72.9%-29.6pp | 67.6%-24.4pp |
| Annual return | 26.59% | 18.28%+8.3pp | 3512.12%-3485.5pp | 35.59%-9.0pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,004 | $2,924-31.4% | $4,000-49.9% | $4,296-53.3% |
| Admin fee / account holder | $79 | $3,681-97.9% | $3,998-98.0% | $6,918-98.9% |