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 10-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 | $18,498 | $159,602-88.4% | $150,045-87.7% | $142,382-87.0% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.3%-35.7pp | 80.1%-33.5pp |
| Annual return | 15.73% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $700 | $4,961-85.9% | $4,693-85.1% | $4,299-83.7% |
| Participant deferral / active EE | $3,326 | $8,310-60.0% | $7,997-58.4% | $6,507-48.9% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |