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 | $34,272 | $175,202-80.4% | $149,673-77.1% | $139,434-75.4% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.09% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $970 | $5,474-82.3% | $4,818-79.9% | $4,751-79.6% |
| Participant deferral / active EE | $2,439 | $6,519-62.6% | $5,680-57.1% | $6,710-63.7% |
| Admin fee / account holder | $299 | $16,150-98.2% | $13,210-97.7% | $11,403-97.4% |