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 | $71,286 | $176,812-59.7% | $146,665-51.4% | $167,490-57.4% |
| Participation rate | 30.0% | 83.6%-53.6pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 17.75% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $979 | $5,160-81.0% | $4,136-76.3% | $4,837-79.8% |
| Participant deferral / active EE | $2,147 | $6,440-66.7% | $5,506-61.0% | $6,341-66.1% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |