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 | $74,513 | $91,190-18.3% | $178,490-58.3% | $79,858-6.7% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 39.51% | 24.19%+15.3pp | 151.07%-111.6pp | 31.71%+7.8pp |
| Employer contribution / active EE | $336 | $3,256-89.7% | $5,011-93.3% | $2,471-86.4% |
| Participant deferral / active EE | $1,801 | $3,236-44.3% | $5,202-65.4% | $3,740-51.8% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |