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 | $23,184 | $178,174-87.0% | $156,181-85.2% | $137,256-83.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 39.55% | 84.19%-44.6pp | 64.87%-25.3pp | 220.34%-180.8pp |
| Employer contribution / active EE | $823 | $4,972-83.4% | $4,294-80.8% | $4,156-80.2% |
| Participant deferral / active EE | $8,676 | $6,888+26.0% | $6,132+41.5% | $6,407+35.4% |
| Admin fee / account holder | $34 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |