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 | $28,171 | $217,402-87.0% | $185,823-84.8% | $167,490-83.2% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 18.65% | 148.36%-129.7pp | 122.05%-103.4pp | 478.56%-459.9pp |
| Employer contribution / active EE | $801 | $5,873-86.4% | $5,167-84.5% | $4,837-83.5% |
| Participant deferral / active EE | $3,380 | $6,356-46.8% | $5,568-39.3% | $6,341-46.7% |
| Admin fee / account holder | $242 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |