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 | $81,181 | $179,726-54.8% | $156,263-48.0% | $142,382-43.0% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.9%-18.0pp | 80.1%-19.3pp |
| Annual return | 21.66% | 77.86%-56.2pp | 59.47%-37.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $671 | $5,069-86.8% | $4,333-84.5% | $4,299-84.4% |
| Participant deferral / active EE | $5,606 | $6,956-19.4% | $6,158-9.0% | $6,507-13.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |