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 | $69,390 | $73,933-6.1% | $96,683-28.2% | $75,163-7.7% |
| Participation rate | 32.6% | 66.4%-33.9pp | 74.3%-41.8pp | 67.2%-34.6pp |
| Annual return | 29.86% | 26.70%+3.2pp | 35.69%-5.8pp | 160.62%-130.8pp |
| Employer contribution / active EE | $695 | $2,928-76.3% | $3,737-81.4% | $2,670-74.0% |
| Participant deferral / active EE | $1,900 | $3,659-48.1% | $4,878-61.1% | $4,125-54.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |