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 10-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 | $41,098 | $197,591-79.2% | $177,821-76.9% | $158,922-74.1% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 18.10% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,324 | $6,697-80.2% | $5,918-77.6% | $4,761-72.2% |
| Participant deferral / active EE | $3,107 | $8,405-63.0% | $7,714-59.7% | $5,982-48.1% |
| Admin fee / account holder | $140 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |