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 | $11,659 | $109,817-89.4% | $98,442-88.2% | $167,490-93.0% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 147.62% | 1956.69%-1809.1pp | 1492.73%-1345.1pp | 478.56%-330.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,054 | $4,673+29.5% | $4,276+41.6% | $6,341-4.5% |
| Admin fee / account holder | $36 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |