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 | $31,927 | $78,672-59.4% | $109,143-70.7% | $85,850-62.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.6pp |
| Annual return | 21.04% | 25.09%-4.0pp | 25.75%-4.7pp | 318.53%-297.5pp |
| Employer contribution / active EE | $567 | $2,735-79.3% | $3,722-84.8% | $2,565-77.9% |
| Participant deferral / active EE | $2,059 | $3,467-40.6% | $4,653-55.8% | $3,952-47.9% |
| Admin fee / account holder | $148 | $5,469-97.3% | $6,752-97.8% | $6,260-97.6% |