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 | $31,371 | $53,127-41.0% | $86,590-63.8% | $70,131-55.3% |
| Participation rate | 47.3% | 65.3%-18.0pp | 73.5%-26.3pp | 69.5%-22.2pp |
| Annual return | 13.83% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $158 | $2,068-92.4% | $2,839-94.4% | $2,342-93.3% |
| Participant deferral / active EE | $896 | $2,696-66.8% | $3,609-75.2% | $3,332-73.1% |
| Admin fee / account holder | $201 | $3,585-94.4% | $4,906-95.9% | $4,645-95.7% |