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 | $14,295 | $52,279-72.7% | $89,391-84.0% | $79,858-82.1% |
| Participation rate | 10.4% | 57.5%-47.1pp | 68.0%-57.6pp | 69.6%-59.2pp |
| Annual return | 36.04% | 22.16%+13.9pp | 245.62%-209.6pp | 31.71%+4.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,238 | $2,740-54.8% | $3,890-68.2% | $3,740-66.9% |
| Admin fee / account holder | $20 | $3,356-99.4% | $4,881-99.6% | $5,306-99.6% |