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 | $24,251 | $148,534-83.7% | $135,903-82.2% | $139,434-82.6% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 39.18% | 79.19%-40.0pp | 68.23%-29.1pp | 372.94%-333.8pp |
| Employer contribution / active EE | $934 | $5,243-82.2% | $4,856-80.8% | $4,751-80.3% |
| Participant deferral / active EE | $4,309 | $8,100-46.8% | $7,758-44.5% | $6,710-35.8% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |