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 | $60,699 | $115,770-47.6% | $101,248-40.0% | $158,922-61.8% |
| Participation rate | 39.1% | 79.4%-40.2pp | 75.8%-36.7pp | 82.0%-42.8pp |
| Annual return | 14.39% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $725 | $4,175-82.6% | $3,660-80.2% | $4,761-84.8% |
| Participant deferral / active EE | $1,858 | $4,957-62.5% | $4,370-57.5% | $5,982-68.9% |
| Admin fee / account holder | $206 | $7,245-97.2% | $5,945-96.5% | $11,246-98.2% |