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 | $41,570 | $85,766-51.5% | $136,294-69.5% | $70,131-40.7% |
| Participation rate | 52.8% | 74.2%-21.4pp | 81.9%-29.1pp | 69.5%-16.8pp |
| Annual return | 29.77% | 31.45%-1.7pp | 5155.94%-5126.2pp | 73.14%-43.4pp |
| Employer contribution / active EE | $400 | $2,966-86.5% | $4,695-91.5% | $2,342-82.9% |
| Participant deferral / active EE | $4,158 | $5,051-17.7% | $6,247-33.4% | $3,332+24.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |