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 | $44,047 | $152,460-71.1% | $118,746-62.9% | $147,584-70.2% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.3%-38.3pp | 82.8%-42.8pp |
| Annual return | 16.94% | 17.41%-0.5pp | 24.54%-7.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,049 | $5,046-79.2% | $4,193-75.0% | $4,876-78.5% |
| Participant deferral / active EE | $2,095 | $6,212-66.3% | $5,332-60.7% | $5,439-61.5% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |