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 9-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 | $30,393 | $175,202-82.7% | $149,673-79.7% | $139,434-78.2% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 21.80% | 166.71%-144.9pp | 134.42%-112.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $840 | $5,474-84.7% | $4,818-82.6% | $4,751-82.3% |
| Participant deferral / active EE | $4,253 | $6,519-34.8% | $5,680-25.1% | $6,710-36.6% |
| Admin fee / account holder | $26 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |