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 | $44,704 | $124,281-64.0% | $109,143-59.0% | $167,490-73.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 10.94% | 26.04%-15.1pp | 25.75%-14.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $572 | $4,207-86.4% | $3,722-84.6% | $4,837-88.2% |
| Participant deferral / active EE | $7,769 | $5,255+47.8% | $4,653+67.0% | $6,341+22.5% |
| Admin fee / account holder | $240 | $7,970-97.0% | $6,752-96.4% | $12,309-98.1% |