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 | $26,168 | $95,266-72.5% | $82,389-68.2% | $142,382-81.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 20.68% | 25.74%-5.1pp | 28.67%-8.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,262 | $4,809+9.4% | $4,155+26.6% | $6,507-19.1% |
| Admin fee / account holder | $228 | $8,563-97.3% | $7,231-96.9% | $12,624-98.2% |