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 | $138,281 | $217,402-36.4% | $185,823-25.6% | $167,490-17.4% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 55.98% | 148.36%-92.4pp | 122.05%-66.1pp | 478.56%-422.6pp |
| Employer contribution / active EE | $1,009 | $5,873-82.8% | $5,167-80.5% | $4,837-79.1% |
| Participant deferral / active EE | $4,303 | $6,356-32.3% | $5,568-22.7% | $6,341-32.1% |
| Admin fee / account holder | $235 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |