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 10-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 | $51,062 | $176,812-71.1% | $146,665-65.2% | $167,490-69.5% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.6pp | 82.1%-13.7pp |
| Annual return | 15.18% | 24.03%-8.9pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $952 | $5,160-81.6% | $4,136-77.0% | $4,837-80.3% |
| Participant deferral / active EE | $2,651 | $6,440-58.8% | $5,506-51.9% | $6,341-58.2% |
| Admin fee / account holder | $237 | $13,259-98.2% | $10,280-97.7% | $12,309-98.1% |