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 10-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 | $29,932 | $152,587-80.4% | $125,175-76.1% | $152,861-80.4% |
| Participation rate | 22.2% | 83.3%-61.1pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 27.18% | 54.84%-27.7pp | 43.79%-16.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $639 | $4,946-87.1% | $3,865-83.5% | $4,762-86.6% |
| Participant deferral / active EE | $2,506 | $5,868-57.3% | $4,937-49.2% | $5,850-57.2% |
| Admin fee / account holder | $166 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |