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 | $5,913 | $110,502-94.6% | $80,716-92.7% | $167,490-96.5% |
| Participation rate | 5.0% | 64.0%-59.0pp | 54.2%-49.2pp | 82.1%-77.1pp |
| Annual return | 16.73% | 120.54%-103.8pp | 87.28%-70.6pp | 478.56%-461.8pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $325 | $2,871-88.7% | $2,146-84.8% | $6,341-94.9% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |