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 | $60,467 | $52,519+15.1% | $155,790-61.2% | $59,632+1.4% |
| Participation rate | 59.4% | 61.7%-2.3pp | 76.1%-16.7pp | 68.7%-9.3pp |
| Annual return | 2.32% | 53.51%-51.2pp | 71.54%-69.2pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,966 | $3,084-3.8% | $4,797-38.2% | $3,192-7.1% |
| Admin fee / account holder | $96 | $3,540-97.3% | $7,478-98.7% | $4,297-97.8% |