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 | $49,515 | $183,592-73.0% | $155,567-68.2% | $145,959-66.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 14.73% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $393 | $5,315-92.6% | $4,674-91.6% | $4,661-91.6% |
| Participant deferral / active EE | $2,468 | $6,464-61.8% | $5,628-56.1% | $6,689-63.1% |
| Admin fee / account holder | $189 | $19,318-99.0% | $15,916-98.8% | $13,398-98.6% |