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 | $7,769 | $158,398-95.1% | $126,539-93.9% | $142,382-94.5% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 21.37% | 593.76%-572.4pp | 425.95%-404.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,135 | $4,767-55.2% | $4,083-47.7% | $6,507-67.2% |
| Admin fee / account holder | $164 | $6,918-97.6% | $6,065-97.3% | $12,624-98.7% |