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 | $18,308 | $99,341-81.6% | $84,750-78.4% | $273,961-93.3% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 186.72% | 22.93%+163.8pp | 22.78%+163.9pp | 41.45%+145.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,660 | $4,269-61.1% | $3,712-55.3% | $5,287-68.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |