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 | $28,031 | $175,202-84.0% | $149,673-81.3% | $139,434-79.9% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 23.16% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $850 | $5,474-84.5% | $4,818-82.4% | $4,751-82.1% |
| Participant deferral / active EE | $2,563 | $6,519-60.7% | $5,680-54.9% | $6,710-61.8% |
| Admin fee / account holder | $78 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |