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 | $19,554 | $91,037-78.5% | $71,671-72.7% | $147,584-86.8% |
| Participation rate | 28.6% | 76.1%-47.6pp | 68.7%-40.2pp | 82.8%-54.3pp |
| Annual return | 25.25% | 20.48%+4.8pp | 20.65%+4.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $391 | $3,327-88.3% | $2,460-84.1% | $4,876-92.0% |
| Participant deferral / active EE | $1,537 | $4,498-65.8% | $3,438-55.3% | $5,439-71.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |