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 | $29,137 | $106,515-72.6% | $96,683-69.9% | $139,434-79.1% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 21.19% | 38.43%-17.2pp | 35.69%-14.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $695 | $4,103-83.1% | $3,737-81.4% | $4,751-85.4% |
| Participant deferral / active EE | $4,977 | $5,454-8.7% | $4,878+2.0% | $6,710-25.8% |
| Admin fee / account holder | $158 | $7,877-98.0% | $6,730-97.7% | $11,403-98.6% |