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 | $195,815 | $99,652+96.5% | $78,778+148.6% | $147,584+32.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 15.49% | 47.28%-31.8pp | 35.62%-20.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $276 | $2,796-90.1% | $1,986-86.1% | $4,876-94.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |