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 6-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 | $21,756 | $91,190-76.1% | $178,490-87.8% | $79,858-72.8% |
| Participation rate | 51.0% | 69.2%-18.2pp | 81.9%-30.9pp | 69.6%-18.7pp |
| Annual return | 63.99% | 24.19%+39.8pp | 151.07%-87.1pp | 31.71%+32.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,845 | $3,236+111.5% | $5,202+31.6% | $3,740+83.0% |
| Admin fee / account holder | $37 | $6,751-99.5% | $13,984-99.7% | $5,306-99.3% |