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 4-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 | $67,159 | $177,572-62.2% | $154,803-56.6% | $142,382-52.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 31.24% | 65.07%-33.8pp | 58.88%-27.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $550 | $4,810-88.6% | $4,305-87.2% | $4,299-87.2% |
| Participant deferral / active EE | $6,646 | $6,272+6.0% | $5,540+20.0% | $6,507+2.1% |
| Admin fee / account holder | $128 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |