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 | $27,890 | $172,111-83.8% | $150,298-81.4% | $137,256-79.7% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 27.40% | 69.37%-42.0pp | 62.79%-35.4pp | 220.34%-192.9pp |
| Employer contribution / active EE | $782 | $4,636-83.1% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $3,625 | $6,166-41.2% | $5,453-33.5% | $6,407-43.4% |
| Admin fee / account holder | $182 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |