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 7-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 | $21,456 | $115,882-81.5% | $100,516-78.7% | $158,922-86.5% |
| Participation rate | 16.7% | 81.6%-64.9pp | 79.4%-62.7pp | 82.0%-65.3pp |
| Annual return | 2737.93% | 34.79%+2703.1pp | 30.89%+2707.0pp | 302.83%+2435.1pp |
| Employer contribution / active EE | $189 | $4,103-95.4% | $3,418-94.5% | $4,761-96.0% |
| Participant deferral / active EE | $3,250 | $6,674-51.3% | $6,270-48.2% | $5,982-45.7% |
| Admin fee / account holder | $12 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |