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 4-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 | $73,798 | $185,822-60.3% | $169,993-56.6% | $139,434-47.1% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 39.78% | 60.50%-20.7pp | 53.37%-13.6pp | 372.94%-333.2pp |
| Employer contribution / active EE | $740 | $7,590-90.2% | $6,785-89.1% | $4,751-84.4% |
| Participant deferral / active EE | $9,650 | $11,622-17.0% | $10,408-7.3% | $6,710+43.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |