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 | $32,880 | $176,812-81.4% | $146,665-77.6% | $167,490-80.4% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 292.20% | 24.03%+268.2pp | 22.74%+269.5pp | 478.56%-186.4pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,810 | $6,440-40.8% | $5,506-30.8% | $6,341-39.9% |
| Admin fee / account holder | $109 | $13,259-99.2% | $10,280-98.9% | $12,309-99.1% |