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 5-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 | $55,085 | $185,822-70.4% | $169,993-67.6% | $139,434-60.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 22.81% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $978 | $7,590-87.1% | $6,785-85.6% | $4,751-79.4% |
| Participant deferral / active EE | $7,970 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $224 | $15,381-98.5% | $12,815-98.3% | $11,403-98.0% |