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 | $9,516 | $115,708-91.8% | $65,255-85.4% | $139,434-93.2% |
| Participation rate | 29.4% | 67.8%-38.4pp | 65.0%-35.5pp | 80.3%-50.9pp |
| Annual return | 21.83% | 31.19%-9.4pp | 47.35%-25.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,224 | $4,240-71.1% | $2,831-56.8% | $6,710-81.8% |
| Admin fee / account holder | $70 | $6,698-99.0% | $4,112-98.3% | $11,403-99.4% |