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 9-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 | $33,366 | $127,100-73.7% | $105,738-68.4% | $135,375-75.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | 1460.01% | 4.49%+1455.5pp | 6.27%+1453.7pp | 519.73%+940.3pp |
| Employer contribution / active EE | $232 | $4,107-94.4% | $3,268-92.9% | $4,779-95.2% |
| Participant deferral / active EE | $8,931 | $5,064+76.3% | $4,080+118.9% | $5,609+59.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |