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 | $47,974 | $105,998-54.7% | $92,233-48.0% | $147,584-67.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 13.06% | 50.05%-37.0pp | 176.28%-163.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $682 | $4,333-84.3% | $3,679-81.5% | $4,876-86.0% |
| Participant deferral / active EE | $1,671 | $4,478-62.7% | $3,897-57.1% | $5,439-69.3% |
| Admin fee / account holder | $236 | $6,332-96.3% | $5,194-95.5% | $10,885-97.8% |