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 | $37,843 | $154,228-75.5% | $145,433-74.0% | $137,256-72.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $199 | $4,804-95.9% | $4,554-95.6% | $4,156-95.2% |
| Participant deferral / active EE | $2,590 | $8,216-68.5% | $7,897-67.2% | $6,407-59.6% |
| Admin fee / account holder | $217 | $14,344-98.5% | $13,129-98.3% | $12,270-98.2% |