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 | $62,111 | $165,984-62.6% | $164,813-62.3% | $145,922-57.4% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 17.86% | 100.03%-82.2pp | 69.93%-52.1pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,048 | $5,273-80.1% | $4,341-75.9% | $4,660-77.5% |
| Participant deferral / active EE | $3,208 | $6,959-53.9% | $6,031-46.8% | $6,688-52.0% |
| Admin fee / account holder | $140 | $16,648-99.2% | $12,690-98.9% | $13,397-99.0% |