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 | $32,562 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.39% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $653 | $4,961-86.8% | $4,693-86.1% | $4,299-84.8% |
| Participant deferral / active EE | $3,263 | $8,310-60.7% | $7,997-59.2% | $6,507-49.9% |
| Admin fee / account holder | $212 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |