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 | $20,656 | $175,202-88.2% | $149,673-86.2% | $139,434-85.2% |
| Participation rate | 61.5% | 83.4%-21.8pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 21.95% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $744 | $5,474-86.4% | $4,818-84.6% | $4,751-84.3% |
| Participant deferral / active EE | $3,914 | $6,519-40.0% | $5,680-31.1% | $6,710-41.7% |
| Admin fee / account holder | $257 | $16,150-98.4% | $13,210-98.1% | $11,403-97.7% |