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 | $23,142 | $177,572-87.0% | $154,803-85.1% | $142,382-83.7% |
| Participation rate | 11.8% | 82.1%-70.3pp | 78.1%-66.3pp | 80.1%-68.4pp |
| Annual return | 78.46% | 65.07%+13.4pp | 58.88%+19.6pp | 217.08%-138.6pp |
| Employer contribution / active EE | $401 | $4,810-91.7% | $4,305-90.7% | $4,299-90.7% |
| Participant deferral / active EE | $2,820 | $6,272-55.0% | $5,540-49.1% | $6,507-56.7% |
| Admin fee / account holder | $83 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |