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 | $44,390 | $105,998-58.1% | $92,233-51.9% | $147,584-69.9% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 13.74% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $502 | $4,333-88.4% | $3,679-86.3% | $4,876-89.7% |
| Participant deferral / active EE | $3,633 | $4,478-18.9% | $3,897-6.8% | $5,439-33.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |