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 | $43,956 | $202,318-78.3% | $172,739-74.6% | $152,861-71.2% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 41.19% | 1029.65%-988.5pp | 802.84%-761.6pp | 345.32%-304.1pp |
| Employer contribution / active EE | $931 | $5,856-84.1% | $5,143-81.9% | $4,762-80.5% |
| Participant deferral / active EE | $3,223 | $5,948-45.8% | $5,198-38.0% | $5,850-44.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |