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 | $31,511 | $60,323-47.8% | $81,812-61.5% | $74,495-57.7% |
| Participation rate | 20.8% | 62.9%-42.1pp | 72.3%-51.6pp | 67.2%-46.4pp |
| Annual return | 13.28% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,317 | $3,387-31.6% | $4,319-46.3% | $4,346-46.7% |
| Admin fee / account holder | $195 | $1,486-86.9% | $7,386-97.4% | $1,942-89.9% |