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 | $34,386 | $68,719-50.0% | $91,541-62.4% | $84,808-59.5% |
| Participation rate | 11.8% | 64.5%-52.7pp | 69.8%-58.0pp | 68.3%-56.5pp |
| Annual return | 20.73% | 19.12%+1.6pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,296 | $3,136-58.7% | $4,008-67.7% | $4,212-69.2% |
| Admin fee / account holder | $5 | $5,786-99.9% | $6,956-99.9% | $7,344-99.9% |