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 | $28,516 | $179,726-84.1% | $156,263-81.8% | $142,382-80.0% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 26.43% | 77.86%-51.4pp | 59.47%-33.0pp | 217.08%-190.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,614 | $6,956-48.0% | $6,158-41.3% | $6,507-44.5% |
| Admin fee / account holder | $285 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |