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 | $41,206 | $108,919-62.2% | $100,391-59.0% | $145,922-71.8% |
| Participation rate | 68.8% | 82.9%-14.2pp | 81.5%-12.7pp | 80.3%-11.5pp |
| Annual return | 12.54% | 57.88%-45.3pp | 49.20%-36.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,053 | $8,445-63.9% | $8,082-62.2% | $6,688-54.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |