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 | $71,998 | $175,202-58.9% | $149,673-51.9% | $139,434-48.4% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 39.52% | 166.71%-127.2pp | 134.42%-94.9pp | 372.94%-333.4pp |
| Employer contribution / active EE | $394 | $5,474-92.8% | $4,818-91.8% | $4,751-91.7% |
| Participant deferral / active EE | $5,213 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $194 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |