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 | $40,254 | $202,318-80.1% | $172,739-76.7% | $152,861-73.7% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.4%-20.9pp |
| Annual return | 21.48% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $146 | $5,856-97.5% | $5,143-97.2% | $4,762-96.9% |
| Participant deferral / active EE | $2,846 | $5,948-52.1% | $5,198-45.2% | $5,850-51.3% |
| Admin fee / account holder | $177 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |