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 4-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 | $42,392 | $172,111-75.4% | $150,298-71.8% | $137,256-69.1% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 20.68% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $287 | $4,636-93.8% | $4,154-93.1% | $4,156-93.1% |
| Participant deferral / active EE | $3,550 | $6,166-42.4% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $271 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |