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 | $134,660 | $209,336-35.7% | $197,124-31.7% | $137,256-1.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 23.27% | 48.09%-24.8pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $653 | $6,591-90.1% | $6,227-89.5% | $4,156-84.3% |
| Participant deferral / active EE | $10,286 | $9,614+7.0% | $9,135+12.6% | $6,407+60.5% |
| Admin fee / account holder | $275 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |