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 | $16,682 | $81,233-79.5% | $155,567-89.3% | $80,874-79.4% |
| Participation rate | 30.8% | 66.2%-35.5pp | 78.2%-47.4pp | 67.6%-36.9pp |
| Annual return | 19.04% | 33.33%-14.3pp | 64.74%-45.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,022 | $3,452-70.4% | $5,628-81.8% | $4,297-76.2% |
| Admin fee / account holder | $116 | $7,998-98.6% | $15,916-99.3% | $6,935-98.3% |