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 | $27,822 | $163,101-82.9% | $136,749-79.7% | $142,382-80.5% |
| Participation rate | 23.8% | 78.2%-54.4pp | 72.1%-48.3pp | 80.1%-56.3pp |
| Annual return | 13.89% | 27.54%-13.7pp | 24.33%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $618 | $4,117-85.0% | $3,400-81.8% | $4,299-85.6% |
| Participant deferral / active EE | $1,459 | $5,585-73.9% | $4,692-68.9% | $6,507-77.6% |
| Admin fee / account holder | $131 | $14,318-99.1% | $11,386-98.8% | $12,624-99.0% |