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 | $22,164 | $99,877-77.8% | $84,966-73.9% | $145,922-84.8% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 37.95% | 83.76%-45.8pp | 66.38%-28.4pp | 561.29%-523.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,873 | $5,291-64.6% | $4,519-58.5% | $6,688-72.0% |
| Admin fee / account holder | $280 | $7,248-96.1% | $6,149-95.5% | $13,397-97.9% |