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 | $71,325 | $104,251-31.6% | $91,001-21.6% | $147,584-51.7% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.6%-47.0pp | 82.8%-54.3pp |
| Annual return | 19.89% | 27.06%-7.2pp | 4.60%+15.3pp | 578.55%-558.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,657 | $4,195-60.5% | $3,547-53.3% | $5,439-69.5% |
| Admin fee / account holder | $66 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |