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 | $29,560 | $159,602-81.5% | $150,045-80.3% | $142,382-79.2% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.3%-12.8pp | 80.1%-10.6pp |
| Annual return | 35.86% | 70.24%-34.4pp | 62.55%-26.7pp | 217.08%-181.2pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,140 | $8,310-38.2% | $7,997-35.7% | $6,507-21.0% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |