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 | $43,497 | $167,483-74.0% | $115,752-62.4% | $147,584-70.5% |
| Participation rate | 66.7% | 81.7%-15.1pp | 77.8%-11.1pp | 82.8%-16.2pp |
| Annual return | 22.44% | 12.11%+10.3pp | 19.41%+3.0pp | 578.55%-556.1pp |
| Employer contribution / active EE | $556 | $4,960-88.8% | $3,492-84.1% | $4,876-88.6% |
| Participant deferral / active EE | $8,112 | $7,037+15.3% | $5,204+55.9% | $5,439+49.2% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |