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 | $15,995 | $91,037-82.4% | $71,671-77.7% | $147,584-89.2% |
| Participation rate | 53.8% | 76.1%-22.3pp | 68.7%-14.9pp | 82.8%-29.0pp |
| Annual return | 17.01% | 20.48%-3.5pp | 20.65%-3.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $405 | $3,327-87.8% | $2,460-83.5% | $4,876-91.7% |
| Participant deferral / active EE | $1,189 | $4,498-73.6% | $3,438-65.4% | $5,439-78.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |