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 | $17,710 | $159,602-88.9% | $150,045-88.2% | $142,382-87.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 75.59% | 70.24%+5.4pp | 62.55%+13.0pp | 217.08%-141.5pp |
| Employer contribution / active EE | $881 | $4,961-82.3% | $4,693-81.2% | $4,299-79.5% |
| Participant deferral / active EE | $14,678 | $8,310+76.6% | $7,997+83.5% | $6,507+125.6% |
| Admin fee / account holder | $150 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |