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 | $59,679 | $148,534-59.8% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 17.89% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,755 | $8,100+69.8% | $7,758+77.3% | $6,710+105.0% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |