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 | $49,625 | $165,335-70.0% | $149,696-66.8% | $158,922-68.8% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 22.56% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $420 | $5,103-91.8% | $4,644-91.0% | $4,761-91.2% |
| Participant deferral / active EE | $3,900 | $7,181-45.7% | $6,842-43.0% | $5,982-34.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |