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 | $36,353 | $148,534-75.5% | $135,903-73.3% | $139,434-73.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 41.34% | 79.19%-37.8pp | 68.23%-26.9pp | 372.94%-331.6pp |
| Employer contribution / active EE | $617 | $5,243-88.2% | $4,856-87.3% | $4,751-87.0% |
| Participant deferral / active EE | $5,260 | $8,100-35.1% | $7,758-32.2% | $6,710-21.6% |
| Admin fee / account holder | $244 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |