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 | $27,561 | $124,281-77.8% | $109,143-74.7% | $167,490-83.5% |
| Participation rate | 45.5% | 79.4%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 39.09% | 26.04%+13.1pp | 25.75%+13.3pp | 478.56%-439.5pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,638 | $5,255-49.8% | $4,653-43.3% | $6,341-58.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |