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 | $54,816 | $183,963-70.2% | $162,163-66.2% | $152,861-64.1% |
| Participation rate | 45.0% | 88.5%-43.5pp | 87.6%-42.6pp | 82.4%-37.4pp |
| Annual return | 28.98% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,239 | $6,371-80.6% | $5,614-77.9% | $4,762-74.0% |
| Participant deferral / active EE | $3,153 | $8,034-60.8% | $7,298-56.8% | $5,850-46.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |