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 | $34,272 | $70,756-51.6% | $65,493-47.7% | $142,382-75.9% |
| Participation rate | 58.3% | 77.4%-19.0pp | 73.1%-14.8pp | 80.1%-21.8pp |
| Annual return | 18.63% | 1754.89%-1736.3pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $224 | $2,881-92.2% | $2,574-91.3% | $4,299-94.8% |
| Participant deferral / active EE | $1,327 | $4,637-71.4% | $3,961-66.5% | $6,507-79.6% |
| Admin fee / account holder | $157 | $6,559-97.6% | $5,028-96.9% | $12,624-98.8% |