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 | $38,917 | $107,334-63.7% | $92,893-58.1% | $152,861-74.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 26.15% | 145.58%-119.4pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $575 | $4,221-86.4% | $3,653-84.3% | $4,762-87.9% |
| Participant deferral / active EE | $4,949 | $4,845+2.1% | $4,236+16.8% | $5,850-15.4% |
| Admin fee / account holder | $174 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |