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 | $41,922 | $54,705-23.4% | $71,209-41.1% | $84,808-50.6% |
| Participation rate | 4.8% | 64.1%-59.3pp | 73.8%-69.0pp | 68.3%-63.5pp |
| Annual return | 23.64% | 35.90%-12.3pp | 282.51%-258.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,566 | $3,030-48.3% | $4,175-62.5% | $4,212-62.8% |
| Admin fee / account holder | $50 | $4,863-99.0% | $5,349-99.1% | $7,344-99.3% |