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 8-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 | $66,077 | $148,534-55.5% | $135,903-51.4% | $139,434-52.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 19.02% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $674 | $5,243-87.2% | $4,856-86.1% | $4,751-85.8% |
| Participant deferral / active EE | $3,258 | $8,100-59.8% | $7,758-58.0% | $6,710-51.5% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |