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 | $55,885 | $177,572-68.5% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 15.49% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $780 | $4,810-83.8% | $4,305-81.9% | $4,299-81.9% |
| Participant deferral / active EE | $2,600 | $6,272-58.5% | $5,540-53.1% | $6,507-60.0% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |