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 | $19,312 | $69,207-72.1% | $64,056-69.9% | $139,434-86.1% |
| Participation rate | 14.3% | 75.6%-61.3pp | 72.3%-58.0pp | 80.3%-66.0pp |
| Annual return | 38.42% | 45.88%-7.5pp | 33.69%+4.7pp | 372.94%-334.5pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $905 | $4,682-80.7% | $3,880-76.7% | $6,710-86.5% |
| Admin fee / account holder | $193 | $4,244-95.5% | $3,068-93.7% | $11,403-98.3% |