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 | $75,865 | $114,381-33.7% | $107,525-29.4% | $142,382-46.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 20.82% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $769 | $4,015-80.9% | $3,754-79.5% | $4,299-82.1% |
| Participant deferral / active EE | $5,246 | $5,564-5.7% | $5,116+2.6% | $6,507-19.4% |
| Admin fee / account holder | $21 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |