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 3-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 | $126,078 | $60,022+110.1% | $88,946+41.7% | $84,808+48.7% |
| Participation rate | 7.1% | 57.8%-50.7pp | 68.8%-61.7pp | 68.3%-61.2pp |
| Annual return | 16.12% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $212 | $1,703-87.6% | $2,555-91.7% | $2,631-92.0% |
| Participant deferral / active EE | $986 | $3,114-68.3% | $4,581-78.5% | $4,212-76.6% |
| Admin fee / account holder | $60 | $4,811-98.8% | $8,261-99.3% | $7,344-99.2% |