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 | $142,700 | $106,515+34.0% | $96,683+47.6% | $139,434+2.3% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 14.27% | 38.43%-24.2pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $599 | $4,103-85.4% | $3,737-84.0% | $4,751-87.4% |
| Participant deferral / active EE | $5,000 | $5,454-8.3% | $4,878+2.5% | $6,710-25.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |