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 | $158,588 | $118,680+33.6% | $98,907+60.3% | $158,922-0.2% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 22.75% | 372.35%-349.6pp | 196.43%-173.7pp | 302.83%-280.1pp |
| Employer contribution / active EE | $117 | $3,333-96.5% | $2,689-95.6% | $4,761-97.5% |
| Participant deferral / active EE | $1,634 | $5,088-67.9% | $4,244-61.5% | $5,982-72.7% |
| Admin fee / account holder | $30 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |