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 | $28,142 | $100,852-72.1% | $90,404-68.9% | $158,922-82.3% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.7%-3.1pp | 82.0%-12.4pp |
| Annual return | 14.48% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,478 | $4,348-43.0% | $3,963-37.5% | $5,982-58.6% |
| Admin fee / account holder | $254 | $6,501-96.1% | $5,611-95.5% | $11,246-97.7% |