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 | $33,511 | $149,679-77.6% | $117,039-71.4% | $147,584-77.3% |
| Participation rate | 41.7% | 83.5%-41.8pp | 77.2%-35.5pp | 82.8%-41.2pp |
| Annual return | 19.40% | 19.31%+0.1pp | 18.95%+0.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $615 | $4,937-87.5% | $3,785-83.7% | $4,876-87.4% |
| Participant deferral / active EE | $3,746 | $4,912-23.7% | $3,929-4.7% | $5,439-31.1% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |