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 | $60,087 | $100,041-39.9% | $149,718-59.9% | $70,131-14.3% |
| Participation rate | 64.3% | 83.6%-19.3pp | 87.1%-22.8pp | 69.5%-5.3pp |
| Annual return | 19.29% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $394 | $3,662-89.2% | $5,445-92.8% | $2,342-83.2% |
| Participant deferral / active EE | $3,321 | $4,983-33.3% | $6,569-49.4% | $3,332-0.3% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |