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 | $73,623 | $177,572-58.5% | $154,803-52.4% | $142,382-48.3% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 30.76% | 65.07%-34.3pp | 58.88%-28.1pp | 217.08%-186.3pp |
| Employer contribution / active EE | $811 | $4,810-83.1% | $4,305-81.2% | $4,299-81.1% |
| Participant deferral / active EE | $8,167 | $6,272+30.2% | $5,540+47.4% | $6,507+25.5% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |