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 | $54,597 | $185,822-70.6% | $169,993-67.9% | $139,434-60.8% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 30.08% | 60.50%-30.4pp | 53.37%-23.3pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,186 | $7,590-84.4% | $6,785-82.5% | $4,751-75.0% |
| Participant deferral / active EE | $7,466 | $11,622-35.8% | $10,408-28.3% | $6,710+11.3% |
| Admin fee / account holder | $285 | $15,381-98.1% | $12,815-97.8% | $11,403-97.5% |