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 | $58,124 | $150,440-61.4% | $136,294-57.4% | $147,584-60.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $646 | $5,256-87.7% | $4,695-86.2% | $4,876-86.7% |
| Participant deferral / active EE | $3,008 | $6,630-54.6% | $6,247-51.9% | $5,439-44.7% |
| Admin fee / account holder | $72 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |