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 | $56,602 | $201,272-71.9% | $184,203-69.3% | $145,922-61.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 13.93% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,297 | $7,022-81.5% | $6,427-79.8% | $4,660-72.2% |
| Participant deferral / active EE | $5,408 | $9,806-44.8% | $9,131-40.8% | $6,688-19.1% |
| Admin fee / account holder | $181 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |