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 3-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 | $34,783 | $148,534-76.6% | $135,903-74.4% | $139,434-75.1% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.8pp | 80.3%-33.3pp |
| Annual return | 374.52% | 79.19%+295.3pp | 68.23%+306.3pp | 372.94%+1.6pp |
| Employer contribution / active EE | $860 | $5,243-83.6% | $4,856-82.3% | $4,751-81.9% |
| Participant deferral / active EE | $2,761 | $8,100-65.9% | $7,758-64.4% | $6,710-58.8% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |