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 | $28,403 | $159,901-82.2% | $146,958-80.7% | $145,922-80.5% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 16.68% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.6pp |
| Employer contribution / active EE | $716 | $5,286-86.5% | $4,933-85.5% | $4,660-84.6% |
| Participant deferral / active EE | $8,138 | $8,428-3.4% | $8,070+0.8% | $6,688+21.7% |
| Admin fee / account holder | $111 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |