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 | $92,030 | $183,519-49.9% | $155,509-40.8% | $145,922-36.9% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 280.30% | 61.17%+219.1pp | 64.67%+215.6pp | 561.29%-281.0pp |
| Employer contribution / active EE | $795 | $5,313-85.0% | $4,672-83.0% | $4,660-82.9% |
| Participant deferral / active EE | $2,091 | $6,462-67.6% | $5,626-62.8% | $6,688-68.7% |
| Admin fee / account holder | $13 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |