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 | $19,803 | $183,592-89.2% | $155,567-87.3% | $145,959-86.4% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 12.56% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $876 | $5,315-83.5% | $4,674-81.3% | $4,661-81.2% |
| Participant deferral / active EE | $3,825 | $6,464-40.8% | $5,628-32.0% | $6,689-42.8% |
| Admin fee / account holder | $94 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |