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 | $12,016 | $114,381-89.5% | $107,525-88.8% | $142,382-91.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 27.55% | 242.71%-215.2pp | 181.32%-153.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $295 | $4,015-92.7% | $3,754-92.1% | $4,299-93.1% |
| Participant deferral / active EE | $3,630 | $5,564-34.8% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $62 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |