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 | $44,930 | $172,111-73.9% | $150,298-70.1% | $137,256-67.3% |
| Participation rate | 38.9% | 81.7%-42.8pp | 77.8%-38.9pp | 80.0%-41.1pp |
| Annual return | 19.44% | 69.37%-49.9pp | 62.79%-43.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $755 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $3,151 | $6,166-48.9% | $5,453-42.2% | $6,407-50.8% |
| Admin fee / account holder | $287 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |