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 | $51,781 | $107,334-51.8% | $92,893-44.3% | $152,861-66.1% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 19.06% | 145.58%-126.5pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $90 | $4,221-97.9% | $3,653-97.5% | $4,762-98.1% |
| Participant deferral / active EE | $4,312 | $4,845-11.0% | $4,236+1.8% | $5,850-26.3% |
| Admin fee / account holder | $125 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |