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 6-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 | $10,943 | $74,888-85.4% | $71,209-84.6% | $142,382-92.3% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.8%-50.7pp | 80.1%-57.0pp |
| Annual return | 17.49% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $855 | $4,454-80.8% | $4,175-79.5% | $6,507-86.9% |
| Admin fee / account holder | $90 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |