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 5-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 | $55,106 | $107,452-48.7% | $91,541-39.8% | $142,382-61.3% |
| Participation rate | 35.7% | 75.1%-39.4pp | 69.8%-34.1pp | 80.1%-44.4pp |
| Annual return | 21.11% | 22.06%-0.9pp | 20.50%+0.6pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,771 | $4,754-20.7% | $4,008-5.9% | $6,507-42.0% |
| Admin fee / account holder | $231 | $8,834-97.4% | $6,956-96.7% | $12,624-98.2% |