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 10-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 | $56,999 | $150,440-62.1% | $136,294-58.2% | $147,584-61.4% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 21.33% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $574 | $5,256-89.1% | $4,695-87.8% | $4,876-88.2% |
| Participant deferral / active EE | $4,857 | $6,630-26.8% | $6,247-22.3% | $5,439-10.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |