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 | $39,039 | $107,334-63.6% | $92,893-58.0% | $152,861-74.5% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.4%-35.4pp |
| Annual return | 24.23% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $352 | $4,221-91.7% | $3,653-90.4% | $4,762-92.6% |
| Participant deferral / active EE | $2,170 | $4,845-55.2% | $4,236-48.8% | $5,850-62.9% |
| Admin fee / account holder | $57 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |