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 | $15,691 | $111,535-85.9% | $105,223-85.1% | $137,256-88.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 22.06% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $737 | $3,939-81.3% | $3,689-80.0% | $4,156-82.3% |
| Participant deferral / active EE | $1,861 | $5,500-66.2% | $5,072-63.3% | $6,407-71.0% |
| Admin fee / account holder | $290 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |