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 | $17,894 | $100,901-82.3% | $75,670-76.4% | $147,584-87.9% |
| Participation rate | 31.6% | 77.1%-45.6pp | 72.3%-40.8pp | 82.8%-51.2pp |
| Annual return | 15.66% | 35.78%-20.1pp | 27.34%-11.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $789 | $4,027-80.4% | $3,142-74.9% | $5,439-85.5% |
| Admin fee / account holder | $39 | $11,285-99.7% | $5,800-99.3% | $10,885-99.6% |