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 | $25,160 | $148,534-83.1% | $135,903-81.5% | $139,434-82.0% |
| Participation rate | 38.1% | 83.9%-45.8pp | 81.9%-43.8pp | 80.3%-42.2pp |
| Annual return | 27.90% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $739 | $5,243-85.9% | $4,856-84.8% | $4,751-84.4% |
| Participant deferral / active EE | $4,119 | $8,100-49.2% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |