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 | $28,156 | $228,332-87.7% | $185,823-84.8% | $158,922-82.3% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.0%-44.7pp | 82.0%-48.6pp |
| Annual return | 14.99% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $479 | $4,967-90.4% | $4,087-88.3% | $4,761-89.9% |
| Participant deferral / active EE | $3,263 | $6,415-49.1% | $5,632-42.1% | $5,982-45.4% |
| Admin fee / account holder | $236 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |