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 | $102,634 | $133,958-23.4% | $112,228-8.5% | $134,475-23.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -14.96% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $737 | $4,038-81.7% | $3,635-79.7% | $4,740-84.4% |
| Participant deferral / active EE | $2,256 | $5,291-57.4% | $4,728-52.3% | $6,400-64.8% |
| Admin fee / account holder | $83 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |