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 8-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 | $45,529 | $202,318-77.5% | $172,739-73.6% | $152,861-70.2% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 19.60% | 1029.65%-1010.1pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $984 | $5,856-83.2% | $5,143-80.9% | $4,762-79.3% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,850-7.2% |
| Admin fee / account holder | $240 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |