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 | $50,426 | $111,754-54.9% | $103,333-51.2% | $145,922-65.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.27% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $445 | $4,212-89.4% | $3,868-88.5% | $4,660-90.4% |
| Participant deferral / active EE | $1,781 | $5,619-68.3% | $5,057-64.8% | $6,688-73.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |