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 | $23,971 | $85,766-72.1% | $136,294-82.4% | $70,131-65.8% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 30.79% | 31.45%-0.7pp | 5155.94%-5125.1pp | 73.14%-42.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,307 | $5,051+44.7% | $6,247+17.0% | $3,332+119.3% |
| Admin fee / account holder | $52 | $5,420-99.0% | $9,243-99.4% | $4,645-98.9% |