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 | $54,527 | $214,378-74.6% | $200,582-72.8% | $142,382-61.7% |
| Participation rate | 46.7% | 87.4%-40.8pp | 86.9%-40.2pp | 80.1%-33.5pp |
| Annual return | 22.24% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,305 | $6,841-80.9% | $6,419-79.7% | $4,299-69.6% |
| Participant deferral / active EE | $3,055 | $9,865-69.0% | $9,331-67.3% | $6,507-53.0% |
| Admin fee / account holder | $21 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |