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 | $56,162 | $154,117-63.6% | $129,995-56.8% | $139,434-59.7% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 21.74% | 32.48%-10.7pp | -137.18%+158.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $964 | $5,289-81.8% | $4,320-77.7% | $4,751-79.7% |
| Participant deferral / active EE | $6,999 | $6,710+4.3% | $5,820+20.3% | $6,710+4.3% |
| Admin fee / account holder | $208 | $14,007-98.5% | $10,614-98.0% | $11,403-98.2% |