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 | $34,924 | $209,336-83.3% | $197,124-82.3% | $137,256-74.6% |
| Participation rate | 28.6% | 87.3%-58.7pp | 86.7%-58.1pp | 80.0%-51.4pp |
| Annual return | 41.74% | 48.09%-6.3pp | 44.34%-2.6pp | 220.34%-178.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,812 | $9,614-39.5% | $9,135-36.4% | $6,407-9.3% |
| Admin fee / account holder | $55 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |