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 | $83,760 | $112,881-25.8% | $90,951-7.9% | $158,922-47.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 13.73% | 215.79%-202.1pp | 134.60%-120.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $343 | $2,893-88.1% | $2,122-83.8% | $4,761-92.8% |
| Participant deferral / active EE | $1,211 | $4,128-70.7% | $3,373-64.1% | $5,982-79.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |