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 | $15,809 | $104,664-84.9% | $85,682-81.5% | $167,490-90.6% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.9%-44.9pp | 82.1%-57.1pp |
| Annual return | 19.25% | 21.45%-2.2pp | 21.49%-2.2pp | 478.56%-459.3pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,473 | $4,824-69.5% | $3,923-62.5% | $6,341-76.8% |
| Admin fee / account holder | $174 | $10,032-98.3% | $6,873-97.5% | $12,309-98.6% |