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 7-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 | $14,303 | $52,279-72.6% | $89,391-84.0% | $79,858-82.1% |
| Participation rate | 11.1% | 57.5%-46.4pp | 68.0%-56.9pp | 69.6%-58.5pp |
| Annual return | 245.53% | 22.16%+223.4pp | 245.62%-0.1pp | 31.71%+213.8pp |
| Employer contribution / active EE | $144 | $1,572-90.8% | $2,586-94.4% | $2,471-94.2% |
| Participant deferral / active EE | $1,184 | $2,740-56.8% | $3,890-69.6% | $3,740-68.3% |
| Admin fee / account holder | $128 | $3,356-96.2% | $4,881-97.4% | $5,306-97.6% |