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 | $27,176 | $60,124-54.8% | $90,404-69.9% | $79,858-66.0% |
| Participation rate | 21.1% | 65.0%-43.9pp | 72.7%-51.6pp | 69.6%-48.6pp |
| Annual return | 622.43% | 71.94%+550.5pp | 1293.02%-670.6pp | 31.71%+590.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,003 | $2,938-65.9% | $3,963-74.7% | $3,740-73.2% |
| Admin fee / account holder | $186 | $3,976-95.3% | $5,611-96.7% | $5,306-96.5% |