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 | $40,814 | $167,307-75.6% | $143,757-71.6% | $134,475-69.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 36.58% | 0.46%+36.1pp | -0.04%+36.6pp | 417.96%-381.4pp |
| Employer contribution / active EE | $751 | $5,619-86.6% | $4,951-84.8% | $4,740-84.2% |
| Participant deferral / active EE | $2,179 | $6,446-66.2% | $5,637-61.3% | $6,400-65.9% |
| Admin fee / account holder | $86 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |