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 6-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 | $87,856 | $168,632-47.9% | $147,614-40.5% | $125,391-29.9% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -1.59% | 77.65%-79.2pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $304 | $6,252-95.1% | $5,564-94.5% | $4,866-93.8% |
| Participant deferral / active EE | $2,280 | $5,507-58.6% | $4,895-53.4% | $5,352-57.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |