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 | $93,034 | $53,516+73.8% | $126,539-26.5% | $84,808+9.7% |
| Participation rate | 14.6% | 58.2%-43.6pp | 69.8%-55.2pp | 68.3%-53.7pp |
| Annual return | 13.50% | 58.34%-44.8pp | 425.95%-412.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $823 | $2,671-69.2% | $4,083-79.8% | $4,212-80.5% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |