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 5-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 | $26,977 | $167,307-83.9% | $143,757-81.2% | $134,475-79.9% |
| Participation rate | 52.6% | 84.8%-32.2pp | 80.3%-27.7pp | 81.2%-28.6pp |
| Annual return | 1148.39% | 0.46%+1147.9pp | -0.04%+1148.4pp | 417.96%+730.4pp |
| Employer contribution / active EE | $661 | $5,619-88.2% | $4,951-86.7% | $4,740-86.1% |
| Participant deferral / active EE | $2,388 | $6,446-63.0% | $5,637-57.6% | $6,400-62.7% |
| Admin fee / account holder | $160 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |