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 | $11,928 | $68,097-82.5% | $62,929-81.0% | $137,256-91.3% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.0%-60.0pp |
| Annual return | 18.47% | 1859.11%-1840.6pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,219 | $4,553-73.2% | $3,888-68.7% | $6,407-81.0% |
| Admin fee / account holder | $161 | $6,521-97.5% | $5,065-96.8% | $12,270-98.7% |