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 | $41,733 | $108,919-61.7% | $100,391-58.4% | $145,922-71.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 13.35% | 57.88%-44.5pp | 49.20%-35.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $288 | $4,419-93.5% | $3,942-92.7% | $4,660-93.8% |
| Participant deferral / active EE | $5,750 | $8,445-31.9% | $8,082-28.9% | $6,688-14.0% |
| Admin fee / account holder | $91 | $9,689-99.1% | $7,899-98.8% | $13,397-99.3% |