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 | $81,678 | $85,022-3.9% | $70,515+15.8% | $139,434-41.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 20.14% | 30.38%-10.2pp | 32.77%-12.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $474 | $3,909-87.9% | $2,973-84.1% | $4,751-90.0% |
| Participant deferral / active EE | $1,895 | $5,890-67.8% | $4,567-58.5% | $6,710-71.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |