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 | $50,679 | $114,381-55.7% | $107,525-52.9% | $142,382-64.4% |
| Participation rate | 15.4% | 78.1%-62.8pp | 75.1%-59.7pp | 80.1%-64.7pp |
| Annual return | 17.85% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $422 | $4,015-89.5% | $3,754-88.8% | $4,299-90.2% |
| Participant deferral / active EE | $1,751 | $5,564-68.5% | $5,116-65.8% | $6,507-73.1% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |