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 | $36,829 | $157,256-76.6% | $141,162-73.9% | $152,861-75.9% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.4%-14.3pp |
| Annual return | 25.49% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $689 | $5,261-86.9% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $2,559 | $7,109-64.0% | $6,709-61.9% | $5,850-56.3% |
| Admin fee / account holder | $51 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |