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 6-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 | $51,859 | $175,202-70.4% | $149,673-65.4% | $139,434-62.8% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 20.76% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,006 | $5,474-81.6% | $4,818-79.1% | $4,751-78.8% |
| Participant deferral / active EE | $6,080 | $6,519-6.7% | $5,680+7.0% | $6,710-9.4% |
| Admin fee / account holder | $160 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |