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 | $37,573 | $100,970-62.8% | $96,576-61.1% | $137,256-72.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 34.10% | 38.16%-4.1pp | 38.47%-4.4pp | 220.34%-186.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,826 | $8,286-29.7% | $7,956-26.8% | $6,407-9.1% |
| Admin fee / account holder | $77 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |