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 | $45,053 | $154,117-70.8% | $129,995-65.3% | $139,434-67.7% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 22.75% | 32.48%-9.7pp | -137.18%+159.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $978 | $5,289-81.5% | $4,320-77.4% | $4,751-79.4% |
| Participant deferral / active EE | $2,846 | $6,710-57.6% | $5,820-51.1% | $6,710-57.6% |
| Admin fee / account holder | $169 | $14,007-98.8% | $10,614-98.4% | $11,403-98.5% |