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 | $29,651 | $177,572-83.3% | $154,803-80.8% | $142,382-79.2% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 21.08% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $796 | $4,810-83.4% | $4,305-81.5% | $4,299-81.5% |
| Participant deferral / active EE | $2,450 | $6,272-60.9% | $5,540-55.8% | $6,507-62.4% |
| Admin fee / account holder | $233 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |