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 | $51,089 | $77,419-34.0% | $69,455-26.4% | $152,861-66.6% |
| Participation rate | 4.8% | 78.1%-73.3pp | 74.6%-69.8pp | 82.4%-77.7pp |
| Annual return | 48.09% | 39.06%+9.0pp | 28.97%+19.1pp | 345.32%-297.2pp |
| Employer contribution / active EE | $333 | $3,315-89.9% | $2,779-88.0% | $4,762-93.0% |
| Participant deferral / active EE | $905 | $4,414-79.5% | $3,535-74.4% | $5,850-84.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |