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 | $42,252 | $163,101-74.1% | $136,749-69.1% | $142,382-70.3% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 19.71% | 27.54%-7.8pp | 24.33%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $733 | $4,117-82.2% | $3,400-78.4% | $4,299-82.9% |
| Participant deferral / active EE | $2,200 | $5,585-60.6% | $4,692-53.1% | $6,507-66.2% |
| Admin fee / account holder | $44 | $14,318-99.7% | $11,386-99.6% | $12,624-99.7% |