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 | $104,635 | $102,616+2.0% | $81,983+27.6% | $158,922-34.2% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 9.26% | 61.04%-51.8pp | 41.31%-32.0pp | 302.83%-293.6pp |
| Employer contribution / active EE | $322 | $3,240-90.1% | $2,498-87.1% | $4,761-93.2% |
| Participant deferral / active EE | $3,164 | $4,648-31.9% | $3,722-15.0% | $5,982-47.1% |
| Admin fee / account holder | $260 | $8,235-96.8% | $5,664-95.4% | $11,246-97.7% |