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 5-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 | $6,054 | $74,888-91.9% | $71,209-91.5% | $142,382-95.7% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 22.05% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $385 | $2,854-86.5% | $2,721-85.9% | $4,299-91.1% |
| Participant deferral / active EE | $748 | $4,454-83.2% | $4,175-82.1% | $6,507-88.5% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |