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 | $17,710 | $114,381-84.5% | $107,525-83.5% | $142,382-87.6% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 14.72% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $518 | $4,015-87.1% | $3,754-86.2% | $4,299-88.0% |
| Participant deferral / active EE | $1,672 | $5,564-70.0% | $5,116-67.3% | $6,507-74.3% |
| Admin fee / account holder | $180 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |