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 3-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 | $28,922 | $81,248-64.4% | $155,509-81.4% | $80,856-64.2% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.3pp | 67.6%-38.7pp |
| Annual return | 454.04% | 33.31%+420.7pp | 64.67%+389.4pp | 35.59%+418.5pp |
| Employer contribution / active EE | $159 | $3,100-94.9% | $4,672-96.6% | $2,755-94.2% |
| Participant deferral / active EE | $3,243 | $3,452-6.0% | $5,626-42.4% | $4,296-24.5% |
| Admin fee / account holder | $204 | $7,997-97.4% | $15,912-98.7% | $6,918-97.1% |