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 3-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 | $18,707 | $133,922-86.0% | $116,228-83.9% | $142,382-86.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 30.22% | 147.76%-117.5pp | 90.06%-59.8pp | 217.08%-186.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,690 | $5,672-17.3% | $4,953-5.3% | $6,507-27.9% |
| Admin fee / account holder | $17 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |