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 3-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 | $96,391 | $159,602-39.6% | $150,045-35.8% | $142,382-32.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $141 | $4,961-97.2% | $4,693-97.0% | $4,299-96.7% |
| Participant deferral / active EE | $5,206 | $8,310-37.4% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $197 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |