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 | $51,165 | $116,175-56.0% | $93,606-45.3% | $152,861-66.5% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 16.49% | 35.96%-19.5pp | 32.76%-16.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $346 | $3,218-89.2% | $2,718-87.3% | $4,762-92.7% |
| Participant deferral / active EE | $1,456 | $4,603-68.4% | $4,069-64.2% | $5,850-75.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |