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 | $9,823 | $54,705-82.0% | $71,209-86.2% | $84,808-88.4% |
| Participation rate | 63.4% | 64.1%-0.7pp | 73.8%-10.3pp | 68.3%-4.9pp |
| Annual return | 29.93% | 35.90%-6.0pp | 282.51%-252.6pp | 40.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,292 | $3,030-57.4% | $4,175-69.1% | $4,212-69.3% |
| Admin fee / account holder | $92 | $4,863-98.1% | $5,349-98.3% | $7,344-98.7% |