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 | $74,748 | $185,822-59.8% | $169,993-56.0% | $139,434-46.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 26.23% | 60.50%-34.3pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,150 | $7,590-84.8% | $6,785-83.1% | $4,751-75.8% |
| Participant deferral / active EE | $6,038 | $11,622-48.1% | $10,408-42.0% | $6,710-10.0% |
| Admin fee / account holder | $207 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |