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 | $50,084 | $178,174-71.9% | $156,181-67.9% | $137,256-63.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 23.20% | 84.19%-61.0pp | 64.87%-41.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $913 | $4,972-81.6% | $4,294-78.7% | $4,156-78.0% |
| Participant deferral / active EE | $7,546 | $6,888+9.6% | $6,132+23.1% | $6,407+17.8% |
| Admin fee / account holder | $8 | $17,404-100.0% | $14,586-99.9% | $12,270-99.9% |