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 | $43,867 | $175,202-75.0% | $149,673-70.7% | $139,434-68.5% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 10.89% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $683 | $5,474-87.5% | $4,818-85.8% | $4,751-85.6% |
| Participant deferral / active EE | $4,695 | $6,519-28.0% | $5,680-17.3% | $6,710-30.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |