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 | $69,583 | $165,912-58.1% | $122,332-43.1% | $147,584-52.9% |
| Participation rate | 22.2% | 79.6%-57.4pp | 71.6%-49.4pp | 82.8%-60.6pp |
| Annual return | 18.78% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $66 | $4,005-98.4% | $3,287-98.0% | $5,439-98.8% |
| Admin fee / account holder | $3 | $7,424-100.0% | $5,478-99.9% | $10,885-100.0% |