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 | $66,483 | $112,096-40.7% | $95,952-30.7% | $158,922-58.2% |
| Participation rate | 47.4% | 79.0%-31.6pp | 77.1%-29.7pp | 82.0%-34.6pp |
| Annual return | 21.57% | 171.09%-149.5pp | 91.61%-70.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $223 | $3,198-93.0% | $2,541-91.2% | $4,761-95.3% |
| Participant deferral / active EE | $3,958 | $4,784-17.3% | $4,167-5.0% | $5,982-33.8% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |