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 | $31,738 | $159,901-80.2% | $146,958-78.4% | $145,922-78.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 21.63% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $543 | $5,286-89.7% | $4,933-89.0% | $4,660-88.3% |
| Participant deferral / active EE | $4,030 | $8,428-52.2% | $8,070-50.1% | $6,688-39.7% |
| Admin fee / account holder | $221 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |