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 | $46,488 | $97,750-52.4% | $103,464-55.1% | $145,959-68.2% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 27.24% | 25.43%+1.8pp | 23.91%+3.3pp | 561.95%-534.7pp |
| Employer contribution / active EE | $587 | $4,685-87.5% | $4,677-87.5% | $4,661-87.4% |
| Participant deferral / active EE | $8,901 | $6,603+34.8% | $6,624+34.4% | $6,689+33.1% |
| Admin fee / account holder | $67 | $12,515-99.5% | $9,410-99.3% | $13,398-99.5% |