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 | $12,893 | $172,111-92.5% | $150,298-91.4% | $137,256-90.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 190.41% | 69.37%+121.0pp | 62.79%+127.6pp | 220.34%-29.9pp |
| Employer contribution / active EE | $269 | $4,636-94.2% | $4,154-93.5% | $4,156-93.5% |
| Participant deferral / active EE | $10,958 | $6,166+77.7% | $5,453+101.0% | $6,407+71.0% |
| Admin fee / account holder | $189 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |