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 | $32,061 | $109,881-70.8% | $150,045-78.6% | $84,808-62.2% |
| Participation rate | 51.9% | 76.1%-24.2pp | 82.3%-30.5pp | 68.3%-16.5pp |
| Annual return | 29.74% | 28.25%+1.5pp | 62.55%-32.8pp | 40.90%-11.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,916 | $6,636-56.1% | $7,997-63.5% | $4,212-30.8% |
| Admin fee / account holder | $19 | $8,568-99.8% | $13,435-99.9% | $7,344-99.7% |