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 | $60,892-23.0% | $82,389-43.1% | $84,808-44.7% |
| Participation rate | 25.9% | 63.3%-37.4pp | 69.5%-43.7pp | 68.3%-42.4pp |
| Annual return | 22.89% | 37.29%-14.4pp | 28.67%-5.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $293 | $1,779-83.5% | $2,517-88.4% | $2,631-88.9% |
| Participant deferral / active EE | $1,744 | $3,179-45.1% | $4,155-58.0% | $4,212-58.6% |
| Admin fee / account holder | $9 | $5,467-99.8% | $7,231-99.9% | $7,344-99.9% |