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 7-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 | $61,109 | $124,281-50.8% | $109,143-44.0% | $167,490-63.5% |
| Participation rate | 27.3% | 79.4%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 16.39% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $652 | $4,207-84.5% | $3,722-82.5% | $4,837-86.5% |
| Participant deferral / active EE | $1,637 | $5,255-68.8% | $4,653-64.8% | $6,341-74.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |