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 6-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 | $131,612 | $214,378-38.6% | $200,582-34.4% | $142,382-7.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 86.9%-49.4pp | 80.1%-42.6pp |
| Annual return | 23.83% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,059 | $6,841-84.5% | $6,419-83.5% | $4,299-75.4% |
| Participant deferral / active EE | $5,687 | $9,865-42.4% | $9,331-39.1% | $6,507-12.6% |
| Admin fee / account holder | $25 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |