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 6-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 | $31,090 | $111,754-72.2% | $103,333-69.9% | $145,922-78.7% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 19.20% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $521 | $4,212-87.6% | $3,868-86.5% | $4,660-88.8% |
| Participant deferral / active EE | $1,671 | $5,619-70.3% | $5,057-67.0% | $6,688-75.0% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |