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 | $78,309 | $138,065-43.3% | $123,544-36.6% | $135,375-42.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 8.06% | 153.68%-145.6pp | 119.20%-111.1pp | 519.73%-511.7pp |
| Employer contribution / active EE | $765 | $5,151-85.2% | $4,628-83.5% | $4,779-84.0% |
| Participant deferral / active EE | $3,059 | $6,799-55.0% | $6,426-52.4% | $5,609-45.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |