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 | $14,166 | $104,907-86.5% | $84,611-83.3% | $152,861-90.7% |
| Participation rate | 26.1% | 74.8%-48.7pp | 68.2%-42.1pp | 82.4%-56.4pp |
| Annual return | 33.64% | 373.79%-340.2pp | 258.74%-225.1pp | 345.32%-311.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,883 | $4,688-59.8% | $3,899-51.7% | $5,850-67.8% |
| Admin fee / account holder | $2 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |