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 5-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 | $32,703 | $110,257-70.3% | $96,544-66.1% | $139,434-76.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 22.50% | 26.32%-3.8pp | 25.84%-3.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $630 | $3,620-82.6% | $2,965-78.8% | $4,751-86.7% |
| Participant deferral / active EE | $6,552 | $5,548+18.1% | $4,851+35.1% | $6,710-2.4% |
| Admin fee / account holder | $197 | $11,591-98.3% | $8,252-97.6% | $11,403-98.3% |