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 | $25,903 | $74,888-65.4% | $71,209-63.6% | $142,382-81.8% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.8%-47.4pp | 80.1%-53.8pp |
| Annual return | 19.97% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $132 | $2,854-95.4% | $2,721-95.1% | $4,299-96.9% |
| Participant deferral / active EE | $637 | $4,454-85.7% | $4,175-84.7% | $6,507-90.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |