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 | $60,825 | $148,534-59.0% | $135,903-55.2% | $139,434-56.4% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 23.17% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $843 | $5,243-83.9% | $4,856-82.6% | $4,751-82.3% |
| Participant deferral / active EE | $2,753 | $8,100-66.0% | $7,758-64.5% | $6,710-59.0% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |