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 8-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 | $18,553 | $175,202-89.4% | $149,673-87.6% | $139,434-86.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.41% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $900 | $5,474-83.6% | $4,818-81.3% | $4,751-81.1% |
| Participant deferral / active EE | $3,375 | $6,519-48.2% | $5,680-40.6% | $6,710-49.7% |
| Admin fee / account holder | $91 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |