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 | $41,521 | $91,037-54.4% | $71,671-42.1% | $147,584-71.9% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 18.99% | 20.48%-1.5pp | 20.65%-1.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $262 | $3,327-92.1% | $2,460-89.3% | $4,876-94.6% |
| Participant deferral / active EE | $1,479 | $4,498-67.1% | $3,438-57.0% | $5,439-72.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |