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 | $47,408 | $817,678-94.2% | $392,568-87.9% | $152,861-69.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.4%-32.4pp |
| Annual return | 20.89% | 22.84%-1.9pp | 24.42%-3.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $707 | $5,502-87.2% | $3,783-81.3% | $4,762-85.2% |
| Participant deferral / active EE | $2,915 | $8,398-65.3% | $5,985-51.3% | $5,850-50.2% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |