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 | $67,971 | $99,652-31.8% | $78,778-13.7% | $147,584-53.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 26.96% | 47.28%-20.3pp | 35.62%-8.7pp | 578.55%-551.6pp |
| Employer contribution / active EE | $304 | $2,796-89.1% | $1,986-84.7% | $4,876-93.8% |
| Participant deferral / active EE | $1,083 | $3,664-70.5% | $2,958-63.4% | $5,439-80.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |