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 | $24,705 | $142,405-82.7% | $115,157-78.5% | $152,861-83.8% |
| Participation rate | 16.7% | 82.4%-65.7pp | 75.9%-59.2pp | 82.4%-65.8pp |
| Annual return | 64.41% | 41.48%+22.9pp | 35.60%+28.8pp | 345.32%-280.9pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,165 | $5,164-38.7% | $4,168-24.1% | $5,850-45.9% |
| Admin fee / account holder | $288 | $8,462-96.6% | $7,088-95.9% | $11,596-97.5% |