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 | $43,591 | $77,419-43.7% | $69,455-37.2% | $152,861-71.5% |
| Participation rate | 31.3% | 78.1%-46.9pp | 74.6%-43.4pp | 82.4%-51.2pp |
| Annual return | 18.39% | 39.06%-20.7pp | 28.97%-10.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,337 | $4,414-69.7% | $3,535-62.2% | $5,850-77.1% |
| Admin fee / account holder | $230 | $6,207-96.3% | $3,839-94.0% | $11,596-98.0% |