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 | $75,873 | $154,117-50.8% | $129,995-41.6% | $139,434-45.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.60% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $206 | $5,289-96.1% | $4,320-95.2% | $4,751-95.7% |
| Participant deferral / active EE | $2,063 | $6,710-69.3% | $5,820-64.5% | $6,710-69.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |