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 | $21,886 | $148,534-85.3% | $135,903-83.9% | $139,434-84.3% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 13.46% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $713 | $5,243-86.4% | $4,856-85.3% | $4,751-85.0% |
| Participant deferral / active EE | $4,479 | $8,100-44.7% | $7,758-42.3% | $6,710-33.3% |
| Admin fee / account holder | $99 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |