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 | $52,545 | $183,519-71.4% | $155,509-66.2% | $145,922-64.0% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 14.76% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $773 | $5,313-85.4% | $4,672-83.4% | $4,660-83.4% |
| Participant deferral / active EE | $4,160 | $6,462-35.6% | $5,626-26.1% | $6,688-37.8% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |