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 | $168,230 | $163,101+3.1% | $136,749+23.0% | $142,382+18.2% |
| Participation rate | 57.1% | 78.2%-21.1pp | 72.1%-15.0pp | 80.1%-23.0pp |
| Annual return | 18.66% | 27.54%-8.9pp | 24.33%-5.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $674 | $4,117-83.6% | $3,400-80.2% | $4,299-84.3% |
| Participant deferral / active EE | $7,886 | $5,585+41.2% | $4,692+68.1% | $6,507+21.2% |
| Admin fee / account holder | $28 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |