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 | $56,360 | $124,281-54.7% | $109,143-48.4% | $167,490-66.4% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 11.83% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $525 | $4,207-87.5% | $3,722-85.9% | $4,837-89.2% |
| Participant deferral / active EE | $3,378 | $5,255-35.7% | $4,653-27.4% | $6,341-46.7% |
| Admin fee / account holder | $78 | $7,970-99.0% | $6,752-98.8% | $12,309-99.4% |