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 | $31,831 | $162,781-80.4% | $133,956-76.2% | $158,922-80.0% |
| Participation rate | 15.0% | 83.2%-68.2pp | 79.8%-64.8pp | 82.0%-67.0pp |
| Annual return | 46.99% | 41.94%+5.0pp | 45.09%+1.9pp | 302.83%-255.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,982 | $5,911-66.5% | $5,048-60.7% | $5,982-66.9% |
| Admin fee / account holder | $120 | $11,736-99.0% | $8,927-98.7% | $11,246-98.9% |