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 | $24,680 | $158,398-84.4% | $126,539-80.5% | $142,382-82.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 69.8%-32.3pp | 80.1%-42.6pp |
| Annual return | 23.40% | 593.76%-570.4pp | 425.95%-402.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,355 | $4,767-29.6% | $4,083-17.8% | $6,507-48.4% |
| Admin fee / account holder | $134 | $6,918-98.1% | $6,065-97.8% | $12,624-98.9% |