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 3-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 | $26,394 | $117,983-77.6% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 19.25% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $267 | $2,773-90.4% | $2,289-88.4% | $4,299-93.8% |
| Participant deferral / active EE | $2,519 | $4,714-46.6% | $4,084-38.3% | $6,507-61.3% |
| Admin fee / account holder | $164 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |