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 | $39,580 | $98,240-59.7% | $82,313-51.9% | $147,584-73.2% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 22.03% | 30.85%-8.8pp | 25.88%-3.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,953 | $4,383-55.4% | $3,706-47.3% | $5,439-64.1% |
| Admin fee / account holder | $35 | $8,563-99.6% | $5,608-99.4% | $10,885-99.7% |