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 | $36,762 | $183,963-80.0% | $162,163-77.3% | $152,861-76.0% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.4%-29.1pp |
| Annual return | 23.09% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,303 | $6,371-79.5% | $5,614-76.8% | $4,762-72.6% |
| Participant deferral / active EE | $3,747 | $8,034-53.4% | $7,298-48.7% | $5,850-35.9% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |