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 5-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 | $23,798 | $54,705-56.5% | $71,209-66.6% | $84,808-71.9% |
| Participation rate | 16.3% | 64.1%-47.8pp | 73.8%-57.5pp | 68.3%-52.0pp |
| Annual return | 21.47% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,583 | $3,030-47.8% | $4,175-62.1% | $4,212-62.4% |
| Admin fee / account holder | $218 | $4,863-95.5% | $5,349-95.9% | $7,344-97.0% |