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 | $72,071-37.7% | $68,368-34.3% | $137,256-67.3% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 21.46% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $233 | $2,788-91.7% | $2,649-91.2% | $4,156-94.4% |
| Participant deferral / active EE | $875 | $4,410-80.2% | $4,123-78.8% | $6,407-86.4% |
| Admin fee / account holder | $244 | $5,336-95.4% | $5,150-95.3% | $12,270-98.0% |