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 | $20,149 | $148,534-86.4% | $135,903-85.2% | $139,434-85.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 31.36% | 79.19%-47.8pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $516 | $5,243-90.2% | $4,856-89.4% | $4,751-89.1% |
| Participant deferral / active EE | $7,743 | $8,100-4.4% | $7,758-0.2% | $6,710+15.4% |
| Admin fee / account holder | $194 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |