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 5-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 | $187,217 | $89,753+108.6% | $107,525+74.1% | $84,808+120.8% |
| Participation rate | 7.1% | 68.1%-60.9pp | 75.1%-67.9pp | 68.3%-61.2pp |
| Annual return | 16.34% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $349 | $3,113-88.8% | $3,754-90.7% | $2,631-86.7% |
| Participant deferral / active EE | $2,214 | $4,056-45.4% | $5,116-56.7% | $4,212-47.4% |
| Admin fee / account holder | $20 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |