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 | $46,755 | $148,534-68.5% | $135,903-65.6% | $139,434-66.5% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 31.69% | 79.19%-47.5pp | 68.23%-36.5pp | 372.94%-341.2pp |
| Employer contribution / active EE | $880 | $5,243-83.2% | $4,856-81.9% | $4,751-81.5% |
| Participant deferral / active EE | $3,781 | $8,100-53.3% | $7,758-51.3% | $6,710-43.7% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |