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 | $67,823 | $105,998-36.0% | $92,233-26.5% | $147,584-54.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 14.39% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $454 | $4,333-89.5% | $3,679-87.7% | $4,876-90.7% |
| Participant deferral / active EE | $5,592 | $4,478+24.9% | $3,897+43.5% | $5,439+2.8% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |