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 | $40,807 | $214,378-81.0% | $200,582-79.7% | $142,382-71.3% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 17.96% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,175 | $6,841-82.8% | $6,419-81.7% | $4,299-72.7% |
| Participant deferral / active EE | $4,964 | $9,865-49.7% | $9,331-46.8% | $6,507-23.7% |
| Admin fee / account holder | $288 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |