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 | $63,325 | $106,515-40.5% | $96,683-34.5% | $139,434-54.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 18.17% | 38.43%-20.3pp | 35.69%-17.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $681 | $4,103-83.4% | $3,737-81.8% | $4,751-85.7% |
| Participant deferral / active EE | $5,613 | $5,454+2.9% | $4,878+15.1% | $6,710-16.3% |
| Admin fee / account holder | $15 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |