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 | $57,289 | $172,111-66.7% | $150,298-61.9% | $137,256-58.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 21.88% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $652 | $4,636-85.9% | $4,154-84.3% | $4,156-84.3% |
| Participant deferral / active EE | $8,766 | $6,166+42.2% | $5,453+60.8% | $6,407+36.8% |
| Admin fee / account holder | $266 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |