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 | $154,228-80.8% | $145,433-79.7% | $137,256-78.5% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 35.86% | 74.59%-38.7pp | 66.58%-30.7pp | 220.34%-184.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,140 | $8,216-37.4% | $7,897-34.9% | $6,407-19.8% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |