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 | $29,174 | $202,432-85.6% | $169,368-82.8% | $139,434-79.1% |
| Participation rate | 13.6% | 81.1%-67.4pp | 77.1%-63.5pp | 80.3%-66.7pp |
| Annual return | 20.37% | 531.74%-511.4pp | 405.60%-385.2pp | 372.94%-352.6pp |
| Employer contribution / active EE | $531 | $4,692-88.7% | $4,013-86.8% | $4,751-88.8% |
| Participant deferral / active EE | $1,283 | $6,938-81.5% | $6,221-79.4% | $6,710-80.9% |
| Admin fee / account holder | $151 | $10,708-98.6% | $9,003-98.3% | $11,403-98.7% |