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 | $86,349 | $105,998-18.5% | $92,233-6.4% | $147,584-41.5% |
| Participation rate | 10.0% | 80.4%-70.4pp | 76.5%-66.5pp | 82.8%-72.8pp |
| Annual return | 18.66% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $473 | $4,333-89.1% | $3,679-87.1% | $4,876-90.3% |
| Participant deferral / active EE | $2,367 | $4,478-47.2% | $3,897-39.3% | $5,439-56.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |