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 | $26,798 | $227,553-88.2% | $189,557-85.9% | $167,490-84.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 20.49% | 78.40%-57.9pp | 64.17%-43.7pp | 478.56%-458.1pp |
| Employer contribution / active EE | $219 | $5,316-95.9% | $4,412-95.0% | $4,837-95.5% |
| Participant deferral / active EE | $3,578 | $7,002-48.9% | $6,174-42.0% | $6,341-43.6% |
| Admin fee / account holder | $60 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |