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 5-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 | $25,557 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 20.38% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $827 | $4,961-83.3% | $4,693-82.4% | $4,299-80.8% |
| Participant deferral / active EE | $4,311 | $8,310-48.1% | $7,997-46.1% | $6,507-33.8% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |