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 | $62,699 | $109,327-42.7% | $89,391-29.9% | $158,922-60.5% |
| Participation rate | 58.8% | 74.3%-15.4pp | 68.0%-9.2pp | 82.0%-23.1pp |
| Annual return | 19.66% | 345.68%-326.0pp | 245.62%-226.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,281 | $4,598-50.4% | $3,890-41.4% | $5,982-61.9% |
| Admin fee / account holder | $292 | $6,153-95.3% | $4,881-94.0% | $11,246-97.4% |