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 | $33,747 | $175,202-80.7% | $149,673-77.5% | $139,434-75.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 27.16% | 166.71%-139.6pp | 134.42%-107.3pp | 372.94%-345.8pp |
| Employer contribution / active EE | $604 | $5,474-89.0% | $4,818-87.5% | $4,751-87.3% |
| Participant deferral / active EE | $6,835 | $6,519+4.9% | $5,680+20.3% | $6,710+1.9% |
| Admin fee / account holder | $217 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |