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 | $26,266 | $176,662-85.1% | $130,648-79.9% | $152,861-82.8% |
| Participation rate | 52.9% | 79.0%-26.0pp | 71.7%-18.8pp | 82.4%-29.5pp |
| Annual return | 8.66% | 2692.24%-2683.6pp | 1708.96%-1700.3pp | 345.32%-336.7pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,088 | $4,361-75.1% | $3,603-69.8% | $5,850-81.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |