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 | $24,905 | $110,257-77.4% | $96,544-74.2% | $139,434-82.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 18.08% | 26.32%-8.2pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $710 | $3,620-80.4% | $2,965-76.1% | $4,751-85.1% |
| Participant deferral / active EE | $3,505 | $5,548-36.8% | $4,851-27.7% | $6,710-47.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |