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 | $25,557 | $156,846-83.7% | $121,098-78.9% | $139,434-81.7% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 15.82% | 1474.56%-1458.7pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,174 | $4,844-34.5% | $4,080-22.2% | $6,710-52.7% |
| Admin fee / account holder | $38 | $6,946-99.4% | $5,644-99.3% | $11,403-99.7% |