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 | $126,738 | $217,402-41.7% | $185,823-31.8% | $167,490-24.3% |
| Participation rate | 12.5% | 86.0%-73.5pp | 81.7%-69.2pp | 82.1%-69.6pp |
| Annual return | 16.19% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $572 | $5,873-90.3% | $5,167-88.9% | $4,837-88.2% |
| Participant deferral / active EE | $2,438 | $6,356-61.7% | $5,568-56.2% | $6,341-61.6% |
| Admin fee / account holder | $60 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |