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 4-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 | $45,653 | $106,515-57.1% | $96,683-52.8% | $139,434-67.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 31.51% | 38.43%-6.9pp | 35.69%-4.2pp | 372.94%-341.4pp |
| Employer contribution / active EE | $701 | $4,103-82.9% | $3,737-81.2% | $4,751-85.2% |
| Participant deferral / active EE | $12,552 | $5,454+130.1% | $4,878+157.3% | $6,710+87.1% |
| Admin fee / account holder | $158 | $7,877-98.0% | $6,730-97.6% | $11,403-98.6% |