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 | $21,474 | $47,479-54.8% | $62,929-65.9% | $82,448-74.0% |
| Participation rate | 23.6% | 66.9%-43.2pp | 73.1%-49.5pp | 68.1%-44.4pp |
| Annual return | 21.42% | 20.34%+1.1pp | 1063.93%-1042.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,541 | $2,870-46.3% | $3,888-60.4% | $4,139-62.8% |
| Admin fee / account holder | $293 | $3,804-92.3% | $5,065-94.2% | $7,234-96.0% |