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 | $37,245 | $84,233-55.8% | $170,442-78.1% | $70,131-46.9% |
| Participation rate | 23.8% | 70.8%-47.0pp | 83.6%-59.8pp | 69.5%-45.7pp |
| Annual return | 6460.18% | 23.06%+6437.1pp | 205.93%+6254.3pp | 73.14%+6387.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,526 | $3,086-50.6% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $154 | $5,698-97.3% | $13,880-98.9% | $4,645-96.7% |