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 6-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 | $30,681 | $78,422-60.9% | $95,952-68.0% | $79,858-61.6% |
| Participation rate | 12.0% | 73.5%-61.5pp | 77.1%-65.1pp | 69.6%-57.6pp |
| Annual return | 98.60% | 19.37%+79.2pp | 91.61%+7.0pp | 31.71%+66.9pp |
| Employer contribution / active EE | $386 | $1,945-80.2% | $2,541-84.8% | $2,471-84.4% |
| Participant deferral / active EE | $2,207 | $3,440-35.9% | $4,167-47.0% | $3,740-41.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |