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 | $40,830 | $73,515-44.5% | $62,995-35.2% | $147,584-72.3% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.8%-62.3pp | 82.8%-70.3pp |
| Annual return | 17.04% | 175.43%-158.4pp | 87.57%-70.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $104 | $3,320-96.9% | $2,759-96.2% | $4,876-97.9% |
| Participant deferral / active EE | $2,250 | $4,185-46.2% | $3,329-32.4% | $5,439-58.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |