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 4-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 | $25,350 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 33.02% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-339.9pp |
| Employer contribution / active EE | $570 | $5,243-89.1% | $4,856-88.3% | $4,751-88.0% |
| Participant deferral / active EE | $2,511 | $8,100-69.0% | $7,758-67.6% | $6,710-62.6% |
| Admin fee / account holder | $129 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |