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 | $111,561 | $209,411-46.7% | $178,490-37.5% | $158,922-29.8% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 15.38% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $994 | $5,706-82.6% | $5,011-80.2% | $4,761-79.1% |
| Participant deferral / active EE | $4,873 | $5,954-18.2% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $265 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |