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 | $55,163 | $95,971-42.5% | $74,550-26.0% | $135,375-59.3% |
| Participation rate | 31.3% | 75.7%-44.4pp | 69.1%-37.9pp | 82.6%-51.4pp |
| Annual return | 14.07% | 56.96%-42.9pp | 32.53%-18.5pp | 519.73%-505.7pp |
| Employer contribution / active EE | $218 | $2,716-92.0% | $1,961-88.9% | $4,779-95.4% |
| Participant deferral / active EE | $1,239 | $3,843-67.8% | $3,108-60.1% | $5,609-77.9% |
| Admin fee / account holder | $124 | $6,522-98.1% | $5,060-97.5% | $10,827-98.9% |