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 | $85,472 | $99,341-14.0% | $84,750+0.9% | $273,961-68.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.77% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $283 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $1,556 | $4,269-63.6% | $3,712-58.1% | $5,287-70.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |