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 8-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 | $14,665 | $91,190-83.9% | $178,490-91.8% | $79,858-81.6% |
| Participation rate | 17.9% | 69.2%-51.3pp | 81.9%-64.1pp | 69.6%-51.8pp |
| Annual return | 44.68% | 24.19%+20.5pp | 151.07%-106.4pp | 31.71%+13.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,212 | $3,236-62.6% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |