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 | $43,311 | $115,882-62.6% | $100,516-56.9% | $158,922-72.7% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 42.47% | 34.79%+7.7pp | 30.89%+11.6pp | 302.83%-260.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,103 | $6,674-68.5% | $6,270-66.5% | $5,982-64.8% |
| Admin fee / account holder | $168 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |