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 6-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 | $53,847 | $111,754-51.8% | $103,333-47.9% | $145,922-63.1% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.8pp |
| Annual return | 14.63% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $847 | $4,212-79.9% | $3,868-78.1% | $4,660-81.8% |
| Participant deferral / active EE | $1,975 | $5,619-64.9% | $5,057-61.0% | $6,688-70.5% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |