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 9-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 | $124,441 | $89,753+38.6% | $107,525+15.7% | $84,808+46.7% |
| Participation rate | 15.9% | 68.1%-52.2pp | 75.1%-59.2pp | 68.3%-52.4pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $669 | $3,113-78.5% | $3,754-82.2% | $2,631-74.6% |
| Participant deferral / active EE | $1,945 | $4,056-52.0% | $5,116-62.0% | $4,212-53.8% |
| Admin fee / account holder | $109 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |