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 | $89,206 | $112,729-20.9% | $98,716-9.6% | $137,256-35.0% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 22.20% | 38.48%-16.3pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $256 | $2,725-90.6% | $2,279-88.8% | $4,156-93.8% |
| Participant deferral / active EE | $2,666 | $4,640-42.6% | $4,048-34.1% | $6,407-58.4% |
| Admin fee / account holder | $40 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |