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 | $39,322 | $133,958-70.6% | $112,228-65.0% | $134,475-70.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 0.64% | 47.11%-46.5pp | 27.45%-26.8pp | 417.96%-417.3pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,041 | $5,291+127.6% | $4,728+154.7% | $6,400+88.1% |
| Admin fee / account holder | $51 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |