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 | $28,946 | $118,680-75.6% | $98,907-70.7% | $158,922-81.8% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 11.38% | 372.35%-361.0pp | 196.43%-185.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $392 | $3,333-88.2% | $2,689-85.4% | $4,761-91.8% |
| Participant deferral / active EE | $1,703 | $5,088-66.5% | $4,244-59.9% | $5,982-71.5% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |