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 | $31,087 | $152,587-79.6% | $125,175-75.2% | $152,861-79.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 25.90% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $723 | $4,946-85.4% | $3,865-81.3% | $4,762-84.8% |
| Participant deferral / active EE | $9,725 | $5,868+65.7% | $4,937+97.0% | $5,850+66.2% |
| Admin fee / account holder | $86 | $13,434-99.4% | $9,702-99.1% | $11,596-99.3% |