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 | $84,494 | $167,483-49.6% | $115,752-27.0% | $147,584-42.7% |
| Participation rate | 43.8% | 81.7%-38.0pp | 77.8%-34.0pp | 82.8%-39.1pp |
| Annual return | 15.10% | 12.11%+3.0pp | 19.41%-4.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,309 | $7,037-67.2% | $5,204-55.6% | $5,439-57.5% |
| Admin fee / account holder | $55 | $13,069-99.6% | $6,278-99.1% | $10,885-99.5% |