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 | $54,090 | $160,055-66.2% | $140,016-61.4% | $135,375-60.0% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.5%-58.9pp | 82.6%-54.1pp |
| Annual return | 15.45% | 911.38%-895.9pp | 651.12%-635.7pp | 519.73%-504.3pp |
| Employer contribution / active EE | $740 | $6,420-88.5% | $5,606-86.8% | $4,779-84.5% |
| Participant deferral / active EE | $2,817 | $7,642-63.1% | $6,927-59.3% | $5,609-49.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |