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 3-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 | $47,820 | $183,519-73.9% | $155,509-69.2% | $145,922-67.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 22.60% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.7pp |
| Employer contribution / active EE | $140 | $5,313-97.4% | $4,672-97.0% | $4,660-97.0% |
| Participant deferral / active EE | $6,445 | $6,462-0.3% | $5,626+14.6% | $6,688-3.6% |
| Admin fee / account holder | $223 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |