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 6-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 | $20,716 | $183,519-88.7% | $155,509-86.7% | $145,922-85.8% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 14.46% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $977 | $5,313-81.6% | $4,672-79.1% | $4,660-79.0% |
| Participant deferral / active EE | $2,125 | $6,462-67.1% | $5,626-62.2% | $6,688-68.2% |
| Admin fee / account holder | $241 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |