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 | $35,933 | $202,318-82.2% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 31.18% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.1pp |
| Employer contribution / active EE | $581 | $5,856-90.1% | $5,143-88.7% | $4,762-87.8% |
| Participant deferral / active EE | $4,920 | $5,948-17.3% | $5,198-5.3% | $5,850-15.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |