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 | $48,902 | $161,701-69.8% | - | $142,382-65.7% |
| Participation rate | 11.8% | 75.8%-64.0pp | - | 80.1%-68.4pp |
| Annual return | 25.80% | 549.36%-523.6pp | - | 217.08%-191.3pp |
| Employer contribution / active EE | $214 | $4,438-95.2% | - | $4,299-95.0% |
| Participant deferral / active EE | $1,682 | $5,394-68.8% | - | $6,507-74.1% |
| Admin fee / account holder | $197 | $9,598-97.9% | - | $12,624-98.4% |