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 | $92,768 | $166,020-44.1% | $164,866-43.7% | $145,959-36.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 11.60% | 100.08%-88.5pp | 69.97%-58.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $320 | $5,275-93.9% | $4,343-92.6% | $4,661-93.1% |
| Participant deferral / active EE | $4,800 | $6,961-31.0% | $6,033-20.4% | $6,689-28.2% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |