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 | $18,685 | $77,899-76.0% | $149,673-87.5% | $75,163-75.1% |
| Participation rate | 12.7% | 65.6%-52.9pp | 78.8%-66.1pp | 67.2%-54.5pp |
| Annual return | 35.52% | 31.72%+3.8pp | 134.42%-98.9pp | 160.62%-125.1pp |
| Employer contribution / active EE | $112 | $3,137-96.4% | $4,818-97.7% | $2,670-95.8% |
| Participant deferral / active EE | $1,464 | $3,411-57.1% | $5,680-74.2% | $4,125-64.5% |
| Admin fee / account holder | $174 | $5,956-97.1% | $13,210-98.7% | $5,651-96.9% |