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 | $40,963 | $100,852-59.4% | $90,404-54.7% | $158,922-74.2% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.7%-34.6pp | 82.0%-43.9pp |
| Annual return | 21.29% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,185 | $4,348-72.7% | $3,963-70.1% | $5,982-80.2% |
| Admin fee / account holder | $1 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |