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 | $77,190 | $209,411-63.1% | $178,490-56.8% | $158,922-51.4% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 21.70% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.1pp |
| Employer contribution / active EE | $912 | $5,706-84.0% | $5,011-81.8% | $4,761-80.8% |
| Participant deferral / active EE | $3,545 | $5,954-40.5% | $5,202-31.8% | $5,982-40.7% |
| Admin fee / account holder | $300 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |