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 | $19,424 | $138,044-85.9% | $125,339-84.5% | $134,475-85.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 3.91% | 750.33%-746.4pp | 572.05%-568.1pp | 417.96%-414.1pp |
| Employer contribution / active EE | $540 | $5,243-89.7% | $4,814-88.8% | $4,740-88.6% |
| Participant deferral / active EE | $3,853 | $7,799-50.6% | $7,446-48.3% | $6,400-39.8% |
| Admin fee / account holder | $70 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |