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 | $118,159 | $97,757+20.9% | $83,848+40.9% | $135,375-12.7% |
| Participation rate | 12.5% | 80.0%-67.5pp | 76.1%-63.6pp | 82.6%-70.1pp |
| Annual return | -9.44% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $332 | $4,222-92.1% | $3,631-90.9% | $4,779-93.1% |
| Participant deferral / active EE | $2,313 | $4,682-50.6% | $4,082-43.3% | $5,609-58.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |