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 | $23,613 | $105,998-77.7% | $92,233-74.4% | $147,584-84.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 37.45% | 50.05%-12.6pp | 176.28%-138.8pp | 578.55%-541.1pp |
| Employer contribution / active EE | $390 | $4,333-91.0% | $3,679-89.4% | $4,876-92.0% |
| Participant deferral / active EE | $1,889 | $4,478-57.8% | $3,897-51.5% | $5,439-65.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |