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 8-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 | $28,282 | $175,202-83.9% | $149,673-81.1% | $139,434-79.7% |
| Participation rate | 29.4% | 83.4%-54.0pp | 78.8%-49.4pp | 80.3%-50.9pp |
| Annual return | 24.67% | 166.71%-142.0pp | 134.42%-109.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $376 | $5,474-93.1% | $4,818-92.2% | $4,751-92.1% |
| Participant deferral / active EE | $2,019 | $6,519-69.0% | $5,680-64.5% | $6,710-69.9% |
| Admin fee / account holder | $55 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |