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 | $45,741 | $101,618-55.0% | $93,063-50.8% | $137,256-66.7% |
| Participation rate | 30.8% | 74.9%-44.2pp | 72.1%-41.3pp | 80.0%-49.2pp |
| Annual return | 19.76% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,675 | $4,279-60.9% | $3,958-57.7% | $6,407-73.9% |
| Admin fee / account holder | $30 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |