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 | $29,933 | $73,515-59.3% | $62,995-52.5% | $147,584-79.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 13.12% | 175.43%-162.3pp | 87.57%-74.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,520 | $4,185-39.8% | $3,329-24.3% | $5,439-53.7% |
| Admin fee / account holder | -$54 | $5,953-100.9% | $3,600-101.5% | $10,885-100.5% |