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 | $111,535-75.6% | $105,223-74.2% | $137,256-80.2% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 19.13% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $465 | $3,939-88.2% | $3,689-87.4% | $4,156-88.8% |
| Participant deferral / active EE | $1,937 | $5,500-64.8% | $5,072-61.8% | $6,407-69.8% |
| Admin fee / account holder | $75 | $9,721-99.2% | $8,859-99.2% | $12,270-99.4% |