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 | $29,830 | $148,534-79.9% | $135,903-78.1% | $139,434-78.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.64% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $699 | $5,243-86.7% | $4,856-85.6% | $4,751-85.3% |
| Participant deferral / active EE | $8,062 | $8,100-0.5% | $7,758+3.9% | $6,710+20.1% |
| Admin fee / account holder | $142 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |