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 | $10,459 | $77,899-86.6% | $149,673-93.0% | $75,163-86.1% |
| Participation rate | 37.3% | 65.6%-28.3pp | 78.8%-41.5pp | 67.2%-29.9pp |
| Annual return | 25.48% | 31.72%-6.2pp | 134.42%-108.9pp | 160.62%-135.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,670 | $3,411-51.0% | $5,680-70.6% | $4,125-59.5% |
| Admin fee / account holder | $52 | $5,956-99.1% | $13,210-99.6% | $5,651-99.1% |