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 | $23,045 | $117,983-80.5% | $101,794-77.4% | $142,382-83.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 17.17% | 36.92%-19.7pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,023 | $4,714+6.6% | $4,084+23.0% | $6,507-22.8% |
| Admin fee / account holder | $15 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |