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 | $66,431 | $175,202-62.1% | $149,673-55.6% | $139,434-52.4% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 16.56% | 166.71%-150.1pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $656 | $5,474-88.0% | $4,818-86.4% | $4,751-86.2% |
| Participant deferral / active EE | $2,297 | $6,519-64.8% | $5,680-59.6% | $6,710-65.8% |
| Admin fee / account holder | $60 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |