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 | $51,912 | $115,770-55.2% | $101,248-48.7% | $158,922-67.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 35.23% | 56.14%-20.9pp | 46.47%-11.2pp | 302.83%-267.6pp |
| Employer contribution / active EE | $260 | $4,175-93.8% | $3,660-92.9% | $4,761-94.5% |
| Participant deferral / active EE | $6,500 | $4,957+31.1% | $4,370+48.7% | $5,982+8.7% |
| Admin fee / account holder | $176 | $7,245-97.6% | $5,945-97.0% | $11,246-98.4% |