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 7-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 | $39,461 | $149,040-73.5% | $120,225-67.2% | $137,256-71.2% |
| Participation rate | 8.3% | 75.4%-67.1pp | 69.6%-61.2pp | 80.0%-71.6pp |
| Annual return | 16.31% | 605.68%-589.4pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $383 | $4,655-91.8% | $3,999-90.4% | $6,407-94.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |