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 | $42,588 | $93,346-54.4% | $71,796-40.7% | $273,961-84.5% |
| Participation rate | 9.5% | 76.5%-67.0pp | 69.1%-59.6pp | 83.0%-73.5pp |
| Annual return | 11.65% | 130.39%-118.7pp | 78.04%-66.4pp | 41.45%-29.8pp |
| Employer contribution / active EE | $242 | $2,733-91.2% | $1,924-87.4% | $4,869-95.0% |
| Participant deferral / active EE | $805 | $3,475-76.8% | $2,794-71.2% | $5,287-84.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |