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 | $15,426 | $105,931-85.4% | $81,930-81.2% | $158,922-90.3% |
| Participation rate | 8.3% | 75.6%-67.3pp | 72.0%-63.7pp | 82.0%-73.6pp |
| Annual return | 20.24% | 38.17%-17.9pp | 29.49%-9.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,454 | $13,003-88.8% | $7,107-79.5% | $5,982-75.7% |
| Admin fee / account holder | $105 | $8,489-98.8% | $5,158-98.0% | $11,246-99.1% |