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 | $19,837 | $54,762-63.8% | $90,281-78.0% | $72,985-72.8% |
| Participation rate | 34.6% | 65.1%-30.5pp | 73.3%-38.7pp | 69.5%-34.9pp |
| Annual return | 410.25% | 30.63%+379.6pp | 78.10%+332.2pp | 81.00%+329.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,270 | $2,887-56.0% | $3,885-67.3% | $3,607-64.8% |
| Admin fee / account holder | $60 | $3,972-98.5% | $5,351-98.9% | $5,124-98.8% |