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 | $35,628 | $148,534-76.0% | $135,903-73.8% | $139,434-74.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.34% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $676 | $5,243-87.1% | $4,856-86.1% | $4,751-85.8% |
| Participant deferral / active EE | $3,004 | $8,100-62.9% | $7,758-61.3% | $6,710-55.2% |
| Admin fee / account holder | $278 | $12,400-97.8% | $10,762-97.4% | $11,403-97.6% |