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 | $16,698 | $105,998-84.2% | $92,233-81.9% | $147,584-88.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 33.74% | 50.05%-16.3pp | 176.28%-142.5pp | 578.55%-544.8pp |
| Employer contribution / active EE | $514 | $4,333-88.1% | $3,679-86.0% | $4,876-89.5% |
| Participant deferral / active EE | $4,867 | $4,478+8.7% | $3,897+24.9% | $5,439-10.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |