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 | $44,921 | $74,888-40.0% | $71,209-36.9% | $142,382-68.5% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 21.46% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $233 | $2,854-91.8% | $2,721-91.4% | $4,299-94.6% |
| Participant deferral / active EE | $875 | $4,454-80.4% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $244 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |