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 | $43,163 | $179,726-76.0% | $156,263-72.4% | $142,382-69.7% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 19.93% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $764 | $5,069-84.9% | $4,333-82.4% | $4,299-82.2% |
| Participant deferral / active EE | $4,410 | $6,956-36.6% | $6,158-28.4% | $6,507-32.2% |
| Admin fee / account holder | $176 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |