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 8-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 | $51,254 | $89,355-42.6% | $141,162-63.7% | $72,985-29.8% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.5%-54.9pp | 69.5%-41.9pp |
| Annual return | 4263.30% | 111.85%+4151.5pp | 71.39%+4191.9pp | 81.00%+4182.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,157 | $5,418-4.8% | $6,709-23.1% | $3,607+42.9% |
| Admin fee / account holder | $269 | $5,958-95.5% | $10,261-97.4% | $5,124-94.7% |