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 | $64,282 | $169,032-62.0% | $129,207-50.2% | $145,922-55.9% |
| Participation rate | 54.5% | 76.4%-21.9pp | 69.6%-15.1pp | 80.3%-25.7pp |
| Annual return | 11.25% | 14330.11%-14318.9pp | 9417.33%-9406.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,358 | $4,987-72.8% | $4,168-67.4% | $6,688-79.7% |
| Admin fee / account holder | $111 | $9,954-98.9% | $7,715-98.6% | $13,397-99.2% |