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 3-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 | $58,889 | $175,202-66.4% | $149,673-60.7% | $139,434-57.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 28.07% | 166.71%-138.6pp | 134.42%-106.3pp | 372.94%-344.9pp |
| Employer contribution / active EE | $859 | $5,474-84.3% | $4,818-82.2% | $4,751-81.9% |
| Participant deferral / active EE | $10,500 | $6,519+61.1% | $5,680+84.9% | $6,710+56.5% |
| Admin fee / account holder | $38 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |