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 | $41,242 | $129,217-68.1% | $93,406-55.8% | $158,922-74.0% |
| Participation rate | 40.0% | 71.0%-31.0pp | 66.8%-26.8pp | 82.0%-42.0pp |
| Annual return | 16.34% | 118.21%-101.9pp | 78.05%-61.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $962 | $3,909-75.4% | $3,126-69.2% | $5,982-83.9% |
| Admin fee / account holder | $300 | $7,383-95.9% | $5,230-94.3% | $11,246-97.3% |