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 | $46,190 | $99,341-53.5% | $84,750-45.5% | $273,961-83.1% |
| Participation rate | 8.3% | 80.7%-72.4pp | 76.6%-68.3pp | 83.0%-74.7pp |
| Annual return | 42.41% | 22.93%+19.5pp | 22.78%+19.6pp | 41.45%+1.0pp |
| Employer contribution / active EE | $247 | $4,214-94.1% | $3,574-93.1% | $4,869-94.9% |
| Participant deferral / active EE | $3,000 | $4,269-29.7% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $111 | $6,644-98.3% | $5,332-97.9% | $10,132-98.9% |