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 | $89,208 | $106,515-16.2% | $96,683-7.7% | $139,434-36.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 27.77% | 38.43%-10.7pp | 35.69%-7.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $700 | $4,103-82.9% | $3,737-81.3% | $4,751-85.3% |
| Participant deferral / active EE | $12,039 | $5,454+120.7% | $4,878+146.8% | $6,710+79.4% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |