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 | $11,235 | $84,696-86.7% | $75,696-85.2% | $167,490-93.3% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.8%-36.4pp | 82.1%-43.6pp |
| Annual return | 13.10% | 199.36%-186.3pp | 104.53%-91.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,727 | $4,580-62.3% | $3,821-54.8% | $6,341-72.8% |
| Admin fee / account holder | $5 | $5,355-99.9% | $3,619-99.9% | $12,309-100.0% |