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 | $23,055 | $46,869-50.8% | $122,332-81.2% | $70,131-67.1% |
| Participation rate | 4.4% | 58.2%-53.7pp | 71.6%-67.2pp | 69.5%-65.1pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $76 | $1,288-94.1% | $4,050-98.1% | $2,342-96.7% |
| Participant deferral / active EE | $933 | $2,166-56.9% | $3,287-71.6% | $3,332-72.0% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |