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 6-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 | $20,913 | $149,040-86.0% | $120,225-82.6% | $137,256-84.8% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 22.76% | 605.68%-582.9pp | 439.23%-416.5pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,122 | $4,655-32.9% | $3,999-21.9% | $6,407-51.3% |
| Admin fee / account holder | $38 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |