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 | $57,103 | $58,927-3.1% | $76,817-25.7% | $72,985-21.8% |
| Participation rate | 51.5% | 67.3%-15.8pp | 72.1%-20.6pp | 69.5%-18.0pp |
| Annual return | 24.70% | 2305.64%-2280.9pp | 1166.11%-1141.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,676 | $2,690-37.7% | $3,336-49.7% | $3,607-53.5% |
| Admin fee / account holder | $15 | $4,013-99.6% | $6,420-99.8% | $5,124-99.7% |