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 8-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 | $45,498 | $107,334-57.6% | $92,893-51.0% | $152,861-70.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 28.05% | 145.58%-117.5pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $720 | $4,221-82.9% | $3,653-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $9,250 | $4,845+90.9% | $4,236+118.4% | $5,850+58.1% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |