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 | $88,648 | $102,828-13.8% | $105,387-15.9% | $152,861-42.0% |
| Participation rate | 60.9% | 83.8%-22.9pp | 82.6%-21.7pp | 82.4%-21.6pp |
| Annual return | 21.03% | 20.85%+0.2pp | 26.82%-5.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,541 | $5,465+1.4% | $5,502+0.7% | $5,850-5.3% |
| Admin fee / account holder | $102 | $8,683-98.8% | $6,559-98.4% | $11,596-99.1% |