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 | $118,377 | $115,770+2.3% | $101,248+16.9% | $158,922-25.5% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 15.06% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $298 | $4,175-92.9% | $3,660-91.9% | $4,761-93.7% |
| Participant deferral / active EE | $2,986 | $4,957-39.8% | $4,370-31.7% | $5,982-50.1% |
| Admin fee / account holder | $30 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |