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 | $20,253 | $100,852-79.9% | $90,404-77.6% | $158,922-87.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 25.35% | 1724.20%-1698.8pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $131 | $3,689-96.5% | $3,262-96.0% | $4,761-97.3% |
| Participant deferral / active EE | $1,200 | $4,348-72.4% | $3,963-69.7% | $5,982-79.9% |
| Admin fee / account holder | $77 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |