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 | $29,829 | $154,117-80.6% | $129,995-77.1% | $139,434-78.6% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.0pp |
| Annual return | 41.34% | 32.48%+8.9pp | -137.18%+178.5pp | 372.94%-331.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,083 | $6,710-39.2% | $5,820-29.9% | $6,710-39.2% |
| Admin fee / account holder | $158 | $14,007-98.9% | $10,614-98.5% | $11,403-98.6% |