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 | $35,458 | $65,365-45.8% | $92,893-61.8% | $72,985-51.4% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.0%-61.2pp | 69.5%-54.7pp |
| Annual return | 25.26% | 42.10%-16.8pp | 109.41%-84.2pp | 81.00%-55.7pp |
| Employer contribution / active EE | $545 | $2,594-79.0% | $3,653-85.1% | $2,440-77.7% |
| Participant deferral / active EE | $1,882 | $3,128-39.8% | $4,236-55.6% | $3,607-47.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |