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 | $23,709 | $99,020-76.1% | $86,590-72.6% | $147,584-83.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 20.22% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,583 | $3,972-60.1% | $3,609-56.1% | $5,439-70.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |