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 | $19,443 | $105,998-81.7% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 13.0% | 80.4%-67.4pp | 76.5%-63.4pp | 82.8%-69.8pp |
| Annual return | 84.17% | 50.05%+34.1pp | 176.28%-92.1pp | 578.55%-494.4pp |
| Employer contribution / active EE | $584 | $4,333-86.5% | $3,679-84.1% | $4,876-88.0% |
| Participant deferral / active EE | $2,356 | $4,478-47.4% | $3,897-39.5% | $5,439-56.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |