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 | $53,405 | $214,378-75.1% | $200,582-73.4% | $142,382-62.5% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 18.29% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,334 | $6,841-80.5% | $6,419-79.2% | $4,299-69.0% |
| Participant deferral / active EE | $3,729 | $9,865-62.2% | $9,331-60.0% | $6,507-42.7% |
| Admin fee / account holder | $4 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |