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 | $33,710 | $74,927-55.0% | $101,794-66.9% | $84,808-60.3% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.2%-53.1pp | 68.3%-52.2pp |
| Annual return | 20.24% | 18.70%+1.5pp | 30.53%-10.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $314 | $1,522-79.4% | $2,289-86.3% | $2,631-88.1% |
| Participant deferral / active EE | $1,854 | $3,099-40.2% | $4,084-54.6% | $4,212-56.0% |
| Admin fee / account holder | $279 | $6,514-95.7% | $8,777-96.8% | $7,344-96.2% |