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 | $42,826 | $117,381-63.5% | $99,443-56.9% | $152,861-72.0% |
| Participation rate | 14.3% | 77.5%-63.3pp | 73.8%-59.5pp | 82.4%-68.2pp |
| Annual return | 16.03% | 31.87%-15.8pp | 30.72%-14.7pp | 345.32%-329.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,328 | $4,086-67.5% | $3,619-63.3% | $5,850-77.3% |
| Admin fee / account holder | $274 | $7,631-96.4% | $6,250-95.6% | $11,596-97.6% |