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 | $39,038 | $149,734-73.9% | $118,925-67.2% | $158,922-75.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 75.4%-42.0pp | 82.0%-48.6pp |
| Annual return | 34.89% | 19.95%+14.9pp | 35.88%-1.0pp | 302.83%-267.9pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,175 | $5,223+37.4% | $4,265+68.2% | $5,982+19.9% |
| Admin fee / account holder | $234 | $8,603-97.3% | $6,581-96.4% | $11,246-97.9% |