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 6-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 | $99,761 | $183,519-45.6% | $155,509-35.8% | $145,922-31.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.37% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $998 | $5,313-81.2% | $4,672-78.6% | $4,660-78.6% |
| Participant deferral / active EE | $3,200 | $6,462-50.5% | $5,626-43.1% | $6,688-52.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |