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 7-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 | $28,094 | $111,754-74.9% | $103,333-72.8% | $145,922-80.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 23.74% | 24.77%-1.0pp | 24.88%-1.1pp | 561.29%-537.5pp |
| Employer contribution / active EE | $493 | $4,212-88.3% | $3,868-87.3% | $4,660-89.4% |
| Participant deferral / active EE | $3,565 | $5,619-36.6% | $5,057-29.5% | $6,688-46.7% |
| Admin fee / account holder | $299 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |