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 8-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 | $80,944 | $175,202-53.8% | $149,673-45.9% | $139,434-41.9% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 15.47% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $292 | $5,474-94.7% | $4,818-93.9% | $4,751-93.9% |
| Participant deferral / active EE | $3,853 | $6,519-40.9% | $5,680-32.2% | $6,710-42.6% |
| Admin fee / account holder | $111 | $16,150-99.3% | $13,210-99.2% | $11,403-99.0% |