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 | $67,765 | $106,515-36.4% | $96,683-29.9% | $139,434-51.4% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 13.35% | 38.43%-25.1pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $513 | $4,103-87.5% | $3,737-86.3% | $4,751-89.2% |
| Participant deferral / active EE | $5,000 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $208 | $7,877-97.4% | $6,730-96.9% | $11,403-98.2% |