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 | $43,411 | $73,515-40.9% | $62,995-31.1% | $147,584-70.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.8%-37.3pp | 82.8%-45.3pp |
| Annual return | 14.76% | 175.43%-160.7pp | 87.57%-72.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $267 | $3,320-92.0% | $2,759-90.3% | $4,876-94.5% |
| Participant deferral / active EE | $1,018 | $4,185-75.7% | $3,329-69.4% | $5,439-81.3% |
| Admin fee / account holder | $30 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |