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 | $50,620 | $214,378-76.4% | $200,582-74.8% | $142,382-64.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 18.52% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,159 | $6,841-83.1% | $6,419-81.9% | $4,299-73.0% |
| Participant deferral / active EE | $4,226 | $9,865-57.2% | $9,331-54.7% | $6,507-35.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |