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 | $51,638-18.8% | $68,368-38.7% | $82,448-49.2% |
| Participation rate | 4.8% | 63.6%-58.8pp | 73.8%-69.0pp | 68.1%-63.3pp |
| Annual return | 23.64% | 37.53%-13.9pp | 292.57%-268.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $2,914-46.2% | $4,123-62.0% | $4,139-62.2% |
| Admin fee / account holder | $50 | $4,643-98.9% | $5,150-99.0% | $7,234-99.3% |