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 | $32,673 | $185,822-82.4% | $169,993-80.8% | $139,434-76.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 34.18% | 60.50%-26.3pp | 53.37%-19.2pp | 372.94%-338.8pp |
| Employer contribution / active EE | $460 | $7,590-93.9% | $6,785-93.2% | $4,751-90.3% |
| Participant deferral / active EE | $9,766 | $11,622-16.0% | $10,408-6.2% | $6,710+45.5% |
| Admin fee / account holder | $230 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |