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 | $18,984 | $112,881-83.2% | $90,951-79.1% | $158,922-88.1% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 24.88% | 215.79%-190.9pp | 134.60%-109.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $326 | $2,893-88.7% | $2,122-84.6% | $4,761-93.1% |
| Participant deferral / active EE | $2,471 | $4,128-40.1% | $3,373-26.7% | $5,982-58.7% |
| Admin fee / account holder | $94 | $8,041-98.8% | $5,959-98.4% | $11,246-99.2% |