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 8-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 | $37,891 | $124,281-69.5% | $109,143-65.3% | $167,490-77.4% |
| Participation rate | 23.1% | 79.4%-56.4pp | 75.9%-52.8pp | 82.1%-59.0pp |
| Annual return | 17.38% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $522 | $4,207-87.6% | $3,722-86.0% | $4,837-89.2% |
| Participant deferral / active EE | $1,555 | $5,255-70.4% | $4,653-66.6% | $6,341-75.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |