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 | $45,199 | $114,381-60.5% | $107,525-58.0% | $142,382-68.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 24.82% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $50 | $4,015-98.7% | $3,754-98.7% | $4,299-98.8% |
| Participant deferral / active EE | $5,665 | $5,564+1.8% | $5,116+10.7% | $6,507-12.9% |
| Admin fee / account holder | $85 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |