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 | $53,323 | $45,035+18.4% | $62,995-15.4% | $70,131-24.0% |
| Participation rate | 35.7% | 69.5%-33.8pp | 74.8%-39.1pp | 69.5%-33.8pp |
| Annual return | 12.86% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,539 | $2,465+3.0% | $3,329-23.7% | $3,332-23.8% |
| Admin fee / account holder | $110 | $2,834-96.1% | $3,600-96.9% | $4,645-97.6% |