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 6-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 | $50,092 | $99,918-49.9% | $81,382-38.4% | $145,922-65.7% |
| Participation rate | 61.5% | 74.2%-12.6pp | 69.5%-7.9pp | 80.3%-18.7pp |
| Annual return | 7.85% | 34.32%-26.5pp | 24.73%-16.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $916 | $4,605-80.1% | $3,883-76.4% | $6,688-86.3% |
| Admin fee / account holder | $118 | $8,212-98.6% | $5,768-97.9% | $13,397-99.1% |