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 | $42,392 | $177,572-76.1% | $154,803-72.6% | $142,382-70.2% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.1%-58.1pp | 80.1%-60.1pp |
| Annual return | 20.68% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $287 | $4,810-94.0% | $4,305-93.3% | $4,299-93.3% |
| Participant deferral / active EE | $3,550 | $6,272-43.4% | $5,540-35.9% | $6,507-45.4% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |