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 | $38,738 | $106,890-63.8% | $84,015-53.9% | $152,861-74.7% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.4%-57.4pp |
| Annual return | 21.89% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $323 | $2,734-88.2% | $1,983-83.7% | $4,762-93.2% |
| Participant deferral / active EE | $1,576 | $4,011-60.7% | $3,239-51.3% | $5,850-73.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |