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 3-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 | $133,637 | $117,983+13.3% | $101,794+31.3% | $142,382-6.1% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.2%-60.9pp | 80.1%-71.8pp |
| Annual return | 23.28% | 36.92%-13.6pp | 30.53%-7.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $349 | $2,773-87.4% | $2,289-84.7% | $4,299-91.9% |
| Participant deferral / active EE | $2,583 | $4,714-45.2% | $4,084-36.7% | $6,507-60.3% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |