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 | $98,458 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 13.71% | 148.36%-134.7pp | 122.05%-108.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $325 | $5,873-94.5% | $5,167-93.7% | $4,837-93.3% |
| Participant deferral / active EE | $4,333 | $6,356-31.8% | $5,568-22.2% | $6,341-31.7% |
| Admin fee / account holder | $41 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |