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 | $34,228 | $88,751-61.4% | $81,812-58.2% | $145,922-76.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | 10.94% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,450 | $4,643-68.8% | $4,319-66.4% | $6,688-78.3% |
| Admin fee / account holder | $280 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |