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 7-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 | $38,832 | $209,336-81.4% | $197,124-80.3% | $137,256-71.7% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 28.21% | 48.09%-19.9pp | 44.34%-16.1pp | 220.34%-192.1pp |
| Employer contribution / active EE | $781 | $6,591-88.2% | $6,227-87.5% | $4,156-81.2% |
| Participant deferral / active EE | $4,938 | $9,614-48.6% | $9,135-45.9% | $6,407-22.9% |
| Admin fee / account holder | $255 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |