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 | $44,838 | $104,664-57.2% | $85,682-47.7% | $167,490-73.2% |
| Participation rate | 26.7% | 76.4%-49.7pp | 69.9%-43.2pp | 82.1%-55.4pp |
| Annual return | 40.36% | 21.45%+18.9pp | 21.49%+18.9pp | 478.56%-438.2pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,813 | $4,824-41.7% | $3,923-28.3% | $6,341-55.6% |
| Admin fee / account holder | -$199 | $10,032-102.0% | $6,873-102.9% | $12,309-101.6% |