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 | $50,358 | $63,703-20.9% | $93,063-45.9% | $82,448-38.9% |
| Participation rate | 25.9% | 63.8%-37.9pp | 72.1%-46.2pp | 68.1%-42.1pp |
| Annual return | 21.94% | -775.43%+797.4pp | 34.15%-12.2pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $891 | $2,919-69.5% | $3,958-77.5% | $4,139-78.5% |
| Admin fee / account holder | $18 | $5,982-99.7% | $6,033-99.7% | $7,234-99.7% |