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 | $58,091 | $106,515-45.5% | $96,683-39.9% | $139,434-58.3% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 15.99% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $535 | $4,103-87.0% | $3,737-85.7% | $4,751-88.7% |
| Participant deferral / active EE | $4,301 | $5,454-21.1% | $4,878-11.8% | $6,710-35.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |