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 | $176,572-72.3% | - | $137,256-64.4% |
| Participation rate | 11.8% | 75.1%-63.3pp | - | 80.0%-68.2pp |
| Annual return | 25.80% | 652.77%-627.0pp | - | 220.34%-194.5pp |
| Employer contribution / active EE | $214 | $5,055-95.8% | - | $4,156-94.8% |
| Participant deferral / active EE | $1,682 | $5,052-66.7% | - | $6,407-73.7% |
| Admin fee / account holder | $197 | $6,447-96.9% | - | $12,270-98.4% |