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 8-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 | $41,822 | $202,318-79.3% | $172,739-75.8% | $152,861-72.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 22.43% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,027 | $5,948-15.5% | $5,198-3.3% | $5,850-14.1% |
| Admin fee / account holder | $7 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |