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 | $79,438 | $150,440-47.2% | $136,294-41.7% | $147,584-46.2% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 12.15% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $329 | $5,256-93.7% | $4,695-93.0% | $4,876-93.3% |
| Participant deferral / active EE | $2,898 | $6,630-56.3% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |