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 | $23,351 | $226,064-89.7% | $182,532-87.2% | $152,861-84.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 16.07% | 192.51%-176.4pp | 148.54%-132.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,226 | $6,368-80.7% | $5,524-77.8% | $5,850-79.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |