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 | $48,271 | $103,376-53.3% | $87,100-44.6% | $152,861-68.4% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 30.58% | 28.10%+2.5pp | 28.19%+2.4pp | 345.32%-314.7pp |
| Employer contribution / active EE | $160 | $3,220-95.0% | $2,521-93.7% | $4,762-96.6% |
| Participant deferral / active EE | $9,500 | $4,778+98.8% | $4,049+134.7% | $5,850+62.4% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |