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 | $64,988 | $154,117-57.8% | $129,995-50.0% | $139,434-53.4% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.5%-48.5pp | 80.3%-50.3pp |
| Annual return | 9.95% | 32.48%-22.5pp | -137.18%+147.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $768 | $5,289-85.5% | $4,320-82.2% | $4,751-83.8% |
| Participant deferral / active EE | $3,425 | $6,710-49.0% | $5,820-41.2% | $6,710-49.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |