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 5-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 | $56,103 | $133,922-58.1% | $116,228-51.7% | $142,382-60.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.6%-44.6pp | 80.1%-50.1pp |
| Annual return | 18.98% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $451 | $3,446-86.9% | $2,994-85.0% | $4,299-89.5% |
| Participant deferral / active EE | $1,690 | $5,672-70.2% | $4,953-65.9% | $6,507-74.0% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |