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 | $27,190 | $114,381-76.2% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 30.8% | 78.1%-47.4pp | 75.1%-44.3pp | 80.1%-49.4pp |
| Annual return | 19.13% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $465 | $4,015-88.4% | $3,754-87.6% | $4,299-89.2% |
| Participant deferral / active EE | $1,937 | $5,564-65.2% | $5,116-62.1% | $6,507-70.2% |
| Admin fee / account holder | $75 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |