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 | $61,993 | $102,616-39.6% | $81,983-24.4% | $158,922-61.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 13.45% | 61.04%-47.6pp | 41.31%-27.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $381 | $3,240-88.2% | $2,498-84.7% | $4,761-92.0% |
| Participant deferral / active EE | $1,525 | $4,648-67.2% | $3,722-59.0% | $5,982-74.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |