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 | $37,695 | $99,020-61.9% | $86,590-56.5% | $147,584-74.5% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 19.34% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,689 | $3,972-32.3% | $3,609-25.5% | $5,439-50.6% |
| Admin fee / account holder | $295 | $5,710-94.8% | $4,906-94.0% | $10,885-97.3% |