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 | $58,136 | $124,319-53.2% | $111,297-47.8% | $167,490-65.3% |
| Participation rate | 9.5% | 79.6%-70.1pp | 77.3%-67.8pp | 82.1%-72.6pp |
| Annual return | 27.71% | 37.44%-9.7pp | 54.65%-26.9pp | 478.56%-450.8pp |
| Employer contribution / active EE | $317 | $3,435-90.8% | $2,731-88.4% | $4,837-93.4% |
| Participant deferral / active EE | $2,390 | $5,180-53.9% | $4,487-46.7% | $6,341-62.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |