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 | $34,695 | $92,798-62.6% | $96,707-64.1% | $137,256-74.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 19.38% | 31.24%-11.9pp | 34.78%-15.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,432 | $5,877-7.6% | $5,997-9.4% | $6,407-15.2% |
| Admin fee / account holder | $144 | $7,946-98.2% | $7,503-98.1% | $12,270-98.8% |