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 | $42,062 | $97,125-56.7% | $86,233-51.2% | $137,256-69.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 18.64% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,232 | $5,180-37.6% | $4,559-29.1% | $6,407-49.6% |
| Admin fee / account holder | $244 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |