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 | $4,940 | $74,888-93.4% | $71,209-93.1% | $142,382-96.5% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | 22.71% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,079 | $4,454-75.8% | $4,175-74.2% | $6,507-83.4% |
| Admin fee / account holder | $27 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |