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 6-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 | $34,156 | $45,343-24.7% | $150,298-77.3% | $67,986-49.8% |
| Participation rate | 3.7% | 51.9%-48.1pp | 77.8%-74.0pp | 57.2%-53.5pp |
| Annual return | 22.02% | 33.28%-11.3pp | 62.79%-40.8pp | 31.67%-9.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $896 | $2,055-56.4% | $5,453-83.6% | $3,358-73.3% |
| Admin fee / account holder | $253 | $2,250-88.7% | $14,116-98.2% | $3,203-92.1% |