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 | $52,432 | $165,984-68.4% | $164,813-68.2% | $145,922-64.1% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 23.27% | 100.03%-76.8pp | 69.93%-46.7pp | 561.29%-538.0pp |
| Employer contribution / active EE | $848 | $5,273-83.9% | $4,341-80.5% | $4,660-81.8% |
| Participant deferral / active EE | $4,191 | $6,959-39.8% | $6,031-30.5% | $6,688-37.3% |
| Admin fee / account holder | $145 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |