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 | $46,886 | $58,627-20.0% | $76,735-38.9% | $82,448-43.1% |
| Participation rate | 25.9% | 63.2%-37.4pp | 69.5%-43.6pp | 68.1%-42.2pp |
| Annual return | 22.89% | 39.10%-16.2pp | 29.77%-6.9pp | 41.64%-18.7pp |
| Employer contribution / active EE | $293 | $1,729-83.1% | $2,454-88.1% | $2,551-88.5% |
| Participant deferral / active EE | $1,744 | $3,134-44.4% | $4,088-57.3% | $4,139-57.9% |
| Admin fee / account holder | $9 | $5,323-99.8% | $7,189-99.9% | $7,234-99.9% |