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 | $40,103 | $226,064-82.3% | $182,532-78.0% | $152,861-73.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.4%-38.0pp |
| Annual return | 14.62% | 192.51%-177.9pp | 148.54%-133.9pp | 345.32%-330.7pp |
| Employer contribution / active EE | $284 | $4,978-94.3% | $4,076-93.0% | $4,762-94.0% |
| Participant deferral / active EE | $1,614 | $6,368-74.7% | $5,524-70.8% | $5,850-72.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |