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 | $48,056 | $185,822-74.1% | $169,993-71.7% | $139,434-65.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 54.69% | 60.50%-5.8pp | 53.37%+1.3pp | 372.94%-318.3pp |
| Employer contribution / active EE | $1,098 | $7,590-85.5% | $6,785-83.8% | $4,751-76.9% |
| Participant deferral / active EE | $11,160 | $11,622-4.0% | $10,408+7.2% | $6,710+66.3% |
| Admin fee / account holder | $25 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |