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 | $52,765 | $105,998-50.2% | $92,233-42.8% | $147,584-64.2% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 16.30% | 50.05%-33.7pp | 176.28%-160.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $275 | $4,333-93.6% | $3,679-92.5% | $4,876-94.4% |
| Participant deferral / active EE | $2,614 | $4,478-41.6% | $3,897-32.9% | $5,439-51.9% |
| Admin fee / account holder | $55 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |