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 3-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 | $38,511 | $172,111-77.6% | $150,298-74.4% | $137,256-71.9% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 23.66% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $704 | $4,636-84.8% | $4,154-83.0% | $4,156-83.1% |
| Participant deferral / active EE | $5,492 | $6,166-10.9% | $5,453+0.7% | $6,407-14.3% |
| Admin fee / account holder | $227 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |