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 | $84,660 | $183,519-53.9% | $155,509-45.6% | $145,922-42.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.59% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $805 | $5,313-84.8% | $4,672-82.8% | $4,660-82.7% |
| Participant deferral / active EE | $13,418 | $6,462+107.6% | $5,626+138.5% | $6,688+100.6% |
| Admin fee / account holder | $188 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |