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 | $68,453 | $100,041-31.6% | $149,718-54.3% | $70,131-2.4% |
| Participation rate | 60.9% | 83.6%-22.7pp | 87.1%-26.2pp | 69.5%-8.7pp |
| Annual return | 35.55% | 27.43%+8.1pp | 1501.63%-1466.1pp | 73.14%-37.6pp |
| Employer contribution / active EE | $808 | $3,662-77.9% | $5,445-85.2% | $2,342-65.5% |
| Participant deferral / active EE | $4,151 | $4,983-16.7% | $6,569-36.8% | $3,332+24.6% |
| Admin fee / account holder | $62 | $8,286-99.3% | $11,283-99.5% | $4,645-98.7% |