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 | $44,157 | $176,056-74.9% | $159,436-72.3% | $167,490-73.6% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 29.37% | 331.75%-302.4pp | 263.57%-234.2pp | 478.56%-449.2pp |
| Employer contribution / active EE | $443 | $5,297-91.6% | $4,829-90.8% | $4,837-90.8% |
| Participant deferral / active EE | $8,396 | $7,750+8.3% | $7,352+14.2% | $6,341+32.4% |
| Admin fee / account holder | $159 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |