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 7-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 | $62,008 | $209,411-70.4% | $178,490-65.3% | $158,922-61.0% |
| Participation rate | 14.3% | 86.3%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 29.74% | 188.75%-159.0pp | 151.07%-121.3pp | 302.83%-273.1pp |
| Employer contribution / active EE | $324 | $5,706-94.3% | $5,011-93.5% | $4,761-93.2% |
| Participant deferral / active EE | $3,714 | $5,954-37.6% | $5,202-28.6% | $5,982-37.9% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |