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 | $39,928 | $183,963-78.3% | $162,163-75.4% | $152,861-73.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | 24.57% | 150.76%-126.2pp | 115.59%-91.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $741 | $6,371-88.4% | $5,614-86.8% | $4,762-84.4% |
| Participant deferral / active EE | $3,778 | $8,034-53.0% | $7,298-48.2% | $5,850-35.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |