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 | $30,476 | $107,334-71.6% | $92,893-67.2% | $152,861-80.1% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 29.62% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,033 | $4,845-37.4% | $4,236-28.4% | $5,850-48.2% |
| Admin fee / account holder | $175 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |