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 | $48,903 | $162,781-70.0% | $133,956-63.5% | $158,922-69.2% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 11.10% | 41.94%-30.8pp | 45.09%-34.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $784 | $4,975-84.2% | $3,919-80.0% | $4,761-83.5% |
| Participant deferral / active EE | $2,491 | $5,911-57.9% | $5,048-50.6% | $5,982-58.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |