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 | $28,128 | $163,101-82.8% | $136,749-79.4% | $142,382-80.2% |
| Participation rate | 38.1% | 78.2%-40.1pp | 72.1%-34.0pp | 80.1%-42.0pp |
| Annual return | 16.32% | 27.54%-11.2pp | 24.33%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $268 | $4,117-93.5% | $3,400-92.1% | $4,299-93.8% |
| Participant deferral / active EE | $2,772 | $5,585-50.4% | $4,692-40.9% | $6,507-57.4% |
| Admin fee / account holder | $300 | $14,318-97.9% | $11,386-97.4% | $12,624-97.6% |