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 | $11,495 | $60,022-80.8% | $88,946-87.1% | $84,808-86.4% |
| Participation rate | 31.0% | 57.8%-26.8pp | 68.8%-37.8pp | 68.3%-37.3pp |
| Annual return | 20.07% | 22.43%-2.4pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $87 | $1,703-94.9% | $2,555-96.6% | $2,631-96.7% |
| Participant deferral / active EE | $872 | $3,114-72.0% | $4,581-81.0% | $4,212-79.3% |
| Admin fee / account holder | $130 | $4,811-97.3% | $8,261-98.4% | $7,344-98.2% |