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 8-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 | $101,484 | $167,484-39.4% | $151,611-33.1% | $134,475-24.5% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -18.45% | 7.80%-26.2pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,449 | $6,829-78.8% | $6,166-76.5% | $4,740-69.4% |
| Participant deferral / active EE | $7,738 | $8,986-13.9% | $8,363-7.5% | $6,400+20.9% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |