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 | $51,832 | $202,318-74.4% | $172,739-70.0% | $152,861-66.1% |
| Participation rate | 45.0% | 87.1%-42.1pp | 82.6%-37.6pp | 82.4%-37.4pp |
| Annual return | 24.24% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,063 | $5,856-81.8% | $5,143-79.3% | $4,762-77.7% |
| Participant deferral / active EE | $3,360 | $5,948-43.5% | $5,198-35.4% | $5,850-42.6% |
| Admin fee / account holder | $117 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |