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 | $37,239 | $106,515-65.0% | $96,683-61.5% | $139,434-73.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.96% | 38.43%-17.5pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $144 | $4,103-96.5% | $3,737-96.1% | $4,751-97.0% |
| Participant deferral / active EE | $2,027 | $5,454-62.8% | $4,878-58.5% | $6,710-69.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |