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 | $47,803 | $209,411-77.2% | $178,490-73.2% | $158,922-69.9% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 42.94% | 188.75%-145.8pp | 151.07%-108.1pp | 302.83%-259.9pp |
| Employer contribution / active EE | $1,162 | $5,706-79.6% | $5,011-76.8% | $4,761-75.6% |
| Participant deferral / active EE | $13,200 | $5,954+121.7% | $5,202+153.8% | $5,982+120.7% |
| Admin fee / account holder | $84 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |