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 3-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 | $84,625 | $111,814-24.3% | $103,374-18.1% | $145,959-42.0% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.5%-65.4pp | 80.3%-71.2pp |
| Annual return | 10.58% | 24.77%-14.2pp | 24.89%-14.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $254 | $4,214-94.0% | $3,869-93.4% | $4,661-94.5% |
| Participant deferral / active EE | $2,091 | $5,618-62.8% | $5,058-58.7% | $6,689-68.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |