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 | $43,522 | $183,519-76.3% | $155,509-72.0% | $145,922-70.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 15.73% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $156 | $5,313-97.1% | $4,672-96.7% | $4,660-96.6% |
| Participant deferral / active EE | $3,250 | $6,462-49.7% | $5,626-42.2% | $6,688-51.4% |
| Admin fee / account holder | $262 | $19,313-98.6% | $15,912-98.4% | $13,397-98.0% |