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 | $39,789 | $115,770-65.6% | $101,248-60.7% | $158,922-75.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 39.40% | 56.14%-16.7pp | 46.47%-7.1pp | 302.83%-263.4pp |
| Employer contribution / active EE | $741 | $4,175-82.2% | $3,660-79.8% | $4,761-84.4% |
| Participant deferral / active EE | $7,783 | $4,957+57.0% | $4,370+78.1% | $5,982+30.1% |
| Admin fee / account holder | $122 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |