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 | $46,483 | $159,602-70.9% | $150,045-69.0% | $142,382-67.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.35% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $838 | $4,961-83.1% | $4,693-82.2% | $4,299-80.5% |
| Participant deferral / active EE | $5,943 | $8,310-28.5% | $7,997-25.7% | $6,507-8.7% |
| Admin fee / account holder | $36 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |