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 10-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 | $40,595 | $112,881-64.0% | $90,951-55.4% | $158,922-74.5% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 74.12% | 215.79%-141.7pp | 134.60%-60.5pp | 302.83%-228.7pp |
| Employer contribution / active EE | $176 | $2,893-93.9% | $2,122-91.7% | $4,761-96.3% |
| Participant deferral / active EE | $5,959 | $4,128+44.4% | $3,373+76.7% | $5,982-0.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |