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 3-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 | $81,555 | $201,272-59.5% | $184,203-55.7% | $145,922-44.1% |
| Participation rate | 21.4% | 87.5%-66.1pp | 86.8%-65.4pp | 80.3%-58.8pp |
| Annual return | 22.13% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $455 | $7,022-93.5% | $6,427-92.9% | $4,660-90.2% |
| Participant deferral / active EE | $3,636 | $9,806-62.9% | $9,131-60.2% | $6,688-45.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |