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 4-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 | $41,540 | $177,572-76.6% | $154,803-73.2% | $142,382-70.8% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 19.62% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $660 | $4,810-86.3% | $4,305-84.7% | $4,299-84.7% |
| Participant deferral / active EE | $6,384 | $6,272+1.8% | $5,540+15.2% | $6,507-1.9% |
| Admin fee / account holder | $262 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |