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 | $44,511 | $112,881-60.6% | $90,951-51.1% | $158,922-72.0% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 8.17% | 215.79%-207.6pp | 134.60%-126.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $297 | $2,893-89.7% | $2,122-86.0% | $4,761-93.8% |
| Participant deferral / active EE | $2,671 | $4,128-35.3% | $3,373-20.8% | $5,982-55.3% |
| Admin fee / account holder | $288 | $8,041-96.4% | $5,959-95.2% | $11,246-97.4% |