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 9-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 | $27,551 | $108,642-74.6% | $74,701-63.1% | $152,861-82.0% |
| Participation rate | 62.5% | 65.3%-2.8pp | 54.5%+8.0pp | 82.4%-19.9pp |
| Annual return | 19.33% | 114.06%-94.7pp | 752.92%-733.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $641 | $2,712-76.4% | $1,964-67.4% | $5,850-89.1% |
| Admin fee / account holder | $229 | $4,902-95.3% | $3,333-93.1% | $11,596-98.0% |