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 | $45,862 | $118,680-61.4% | $98,907-53.6% | $158,922-71.1% |
| Participation rate | 52.6% | 77.8%-25.2pp | 76.0%-23.4pp | 82.0%-29.3pp |
| Annual return | 16.12% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $343 | $3,333-89.7% | $2,689-87.2% | $4,761-92.8% |
| Participant deferral / active EE | $1,598 | $5,088-68.6% | $4,244-62.3% | $5,982-73.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |