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 | $3,190 | $74,888-95.7% | $71,209-95.5% | $142,382-97.8% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.8%-30.3pp | 80.1%-36.6pp |
| Annual return | 25.94% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $242 | $2,854-91.5% | $2,721-91.1% | $4,299-94.4% |
| Participant deferral / active EE | $624 | $4,454-86.0% | $4,175-85.1% | $6,507-90.4% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |