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 6-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 | $41,407 | $114,381-63.8% | $107,525-61.5% | $142,382-70.9% |
| Participation rate | 19.0% | 78.1%-59.1pp | 75.1%-56.0pp | 80.1%-61.1pp |
| Annual return | 20.90% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $657 | $4,015-83.6% | $3,754-82.5% | $4,299-84.7% |
| Participant deferral / active EE | $2,335 | $5,564-58.0% | $5,116-54.4% | $6,507-64.1% |
| Admin fee / account holder | $223 | $9,860-97.7% | $8,919-97.5% | $12,624-98.2% |