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 | $23,319 | $227,553-89.8% | $189,557-87.7% | $167,490-86.1% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 20.32% | 78.40%-58.1pp | 64.17%-43.9pp | 478.56%-458.2pp |
| Employer contribution / active EE | $417 | $5,316-92.2% | $4,412-90.6% | $4,837-91.4% |
| Participant deferral / active EE | $3,082 | $7,002-56.0% | $6,174-50.1% | $6,341-51.4% |
| Admin fee / account holder | $245 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |