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 | $58,523 | $148,534-60.6% | $135,903-56.9% | $139,434-58.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 28.16% | 79.19%-51.0pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $835 | $5,243-84.1% | $4,856-82.8% | $4,751-82.4% |
| Participant deferral / active EE | $5,145 | $8,100-36.5% | $7,758-33.7% | $6,710-23.3% |
| Admin fee / account holder | $41 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |