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 | $41,169 | $144,119-71.4% | $117,854-65.1% | $147,584-72.1% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 15.49% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $48 | $4,896-99.0% | $3,786-98.7% | $4,876-99.0% |
| Participant deferral / active EE | $1,777 | $5,316-66.6% | $4,482-60.3% | $5,439-67.3% |
| Admin fee / account holder | $295 | $10,886-97.3% | $8,020-96.3% | $10,885-97.3% |