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 4-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 | $25,155 | $106,515-76.4% | $96,683-74.0% | $139,434-82.0% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 33.44% | 38.43%-5.0pp | 35.69%-2.3pp | 372.94%-339.5pp |
| Employer contribution / active EE | $667 | $4,103-83.8% | $3,737-82.2% | $4,751-86.0% |
| Participant deferral / active EE | $1,833 | $5,454-66.4% | $4,878-62.4% | $6,710-72.7% |
| Admin fee / account holder | $97 | $7,877-98.8% | $6,730-98.6% | $11,403-99.1% |