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 | $32,330 | $176,056-81.6% | $159,436-79.7% | $167,490-80.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 40.45% | 331.75%-291.3pp | 263.57%-223.1pp | 478.56%-438.1pp |
| Employer contribution / active EE | $757 | $5,297-85.7% | $4,829-84.3% | $4,837-84.4% |
| Participant deferral / active EE | $3,740 | $7,750-51.7% | $7,352-49.1% | $6,341-41.0% |
| Admin fee / account holder | $107 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |