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 | $62,101 | $114,381-45.7% | $107,525-42.2% | $142,382-56.4% |
| Participation rate | 34.8% | 78.1%-43.4pp | 75.1%-40.3pp | 80.1%-45.3pp |
| Annual return | 15.23% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $410 | $4,015-89.8% | $3,754-89.1% | $4,299-90.5% |
| Participant deferral / active EE | $2,320 | $5,564-58.3% | $5,116-54.6% | $6,507-64.3% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |