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 | $2,896 | $74,888-96.1% | $71,209-95.9% | $142,382-98.0% |
| Participation rate | 45.8% | 76.2%-30.4pp | 73.8%-27.9pp | 80.1%-34.3pp |
| Annual return | 23.97% | 345.14%-321.2pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $268 | $2,854-90.6% | $2,721-90.1% | $4,299-93.8% |
| Participant deferral / active EE | $630 | $4,454-85.9% | $4,175-84.9% | $6,507-90.3% |
| Admin fee / account holder | $161 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |