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 7-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 | $20,659 | $74,888-72.4% | $71,209-71.0% | $142,382-85.5% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 21.08% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,009 | $4,454-77.3% | $4,175-75.8% | $6,507-84.5% |
| Admin fee / account holder | $113 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |