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 10-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 | $72,508 | $183,519-60.5% | $155,509-53.4% | $145,922-50.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $940 | $5,313-82.3% | $4,672-79.9% | $4,660-79.8% |
| Participant deferral / active EE | $3,336 | $6,462-48.4% | $5,626-40.7% | $6,688-50.1% |
| Admin fee / account holder | $261 | $19,313-98.6% | $15,912-98.4% | $13,397-98.1% |