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 | $99,466 | $99,877-0.4% | $84,966+17.1% | $145,922-31.8% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 10.45% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $96 | $3,231-97.0% | $2,727-96.5% | $4,660-97.9% |
| Participant deferral / active EE | $2,018 | $5,291-61.9% | $4,519-55.3% | $6,688-69.8% |
| Admin fee / account holder | $164 | $7,248-97.7% | $6,149-97.3% | $13,397-98.8% |