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 | $19,857 | $102,616-80.6% | $81,983-75.8% | $158,922-87.5% |
| Participation rate | 35.3% | 75.5%-40.2pp | 69.2%-34.0pp | 82.0%-46.7pp |
| Annual return | 22.14% | 61.04%-38.9pp | 41.31%-19.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,737 | $4,648-41.1% | $3,722-26.5% | $5,982-54.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |