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 | $196,738 | $127,777+54.0% | $106,548+84.6% | $167,490+17.5% |
| Participation rate | 25.0% | 78.3%-53.3pp | 76.1%-51.1pp | 82.1%-57.1pp |
| Annual return | 18.00% | 33.87%-15.9pp | 26.80%-8.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $137 | $3,427-96.0% | $2,819-95.1% | $4,837-97.2% |
| Participant deferral / active EE | $2,265 | $5,087-55.5% | $4,398-48.5% | $6,341-64.3% |
| Admin fee / account holder | $60 | $11,228-99.5% | $7,407-99.2% | $12,309-99.5% |