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 | $48,008 | $85,202-43.7% | $172,739-72.2% | $72,985-34.2% |
| Participation rate | 8.2% | 70.1%-61.9pp | 82.6%-74.4pp | 69.5%-61.3pp |
| Annual return | 26.44% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $369 | $3,324-88.9% | $5,143-92.8% | $2,440-84.9% |
| Participant deferral / active EE | $1,281 | $3,260-60.7% | $5,198-75.4% | $3,607-64.5% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |