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 | $20,734 | $70,756-70.7% | $65,493-68.3% | $142,382-85.4% |
| Participation rate | 52.4% | 77.4%-25.0pp | 73.1%-20.7pp | 80.1%-27.7pp |
| Annual return | 20.87% | 1754.89%-1734.0pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,947 | $4,637-14.9% | $3,961-0.3% | $6,507-39.3% |
| Admin fee / account holder | $57 | $6,559-99.1% | $5,028-98.9% | $12,624-99.5% |