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 | $33,007 | $175,202-81.2% | $149,673-77.9% | $139,434-76.3% |
| Participation rate | 57.9% | 83.4%-25.5pp | 78.8%-20.9pp | 80.3%-22.4pp |
| Annual return | 14.27% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $953 | $5,474-82.6% | $4,818-80.2% | $4,751-79.9% |
| Participant deferral / active EE | $3,173 | $6,519-51.3% | $5,680-44.1% | $6,710-52.7% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |