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 8-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 | $27,302 | $175,202-84.4% | $149,673-81.8% | $139,434-80.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 22.54% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $767 | $5,474-86.0% | $4,818-84.1% | $4,751-83.9% |
| Participant deferral / active EE | $4,267 | $6,519-34.5% | $5,680-24.9% | $6,710-36.4% |
| Admin fee / account holder | $148 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |