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 7-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 | $144,941 | $111,754+29.7% | $103,333+40.3% | $145,922-0.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 24.43% | 24.77%-0.3pp | 24.88%-0.5pp | 561.29%-536.9pp |
| Employer contribution / active EE | $726 | $4,212-82.8% | $3,868-81.2% | $4,660-84.4% |
| Participant deferral / active EE | $6,045 | $5,619+7.6% | $5,057+19.5% | $6,688-9.6% |
| Admin fee / account holder | $60 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |