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 | $7,053 | $34,308-79.4% | $74,701-90.6% | $72,985-90.3% |
| Participation rate | 8.0% | 42.4%-34.4pp | 54.5%-46.4pp | 69.5%-61.4pp |
| Annual return | 103.11% | 26.58%+76.5pp | 752.92%-649.8pp | 81.00%+22.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $438 | $1,271-65.5% | $1,964-77.7% | $3,607-87.9% |
| Admin fee / account holder | $236 | $2,124-88.9% | $3,333-92.9% | $5,124-95.4% |