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 | $214,378-81.9% | $200,582-80.6% | $142,382-72.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 28.21% | 46.41%-18.2pp | 42.33%-14.1pp | 217.08%-188.9pp |
| Employer contribution / active EE | $781 | $6,841-88.6% | $6,419-87.8% | $4,299-81.8% |
| Participant deferral / active EE | $4,938 | $9,865-49.9% | $9,331-47.1% | $6,507-24.1% |
| Admin fee / account holder | $255 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |