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 | $47,030 | $144,119-67.4% | $117,854-60.1% | $147,584-68.1% |
| Participation rate | 23.1% | 83.4%-60.3pp | 79.7%-56.6pp | 82.8%-59.8pp |
| Annual return | 17.09% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $432 | $4,896-91.2% | $3,786-88.6% | $4,876-91.1% |
| Participant deferral / active EE | $1,615 | $5,316-69.6% | $4,482-64.0% | $5,439-70.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |