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 | $10,873 | $114,047-90.5% | $96,139-88.7% | $167,490-93.5% |
| Participation rate | 52.9% | 75.1%-22.1pp | 68.4%-15.5pp | 82.1%-29.2pp |
| Annual return | 12.88% | 189.88%-177.0pp | 191.94%-179.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $296 | $3,427-91.4% | $2,797-89.4% | $4,837-93.9% |
| Participant deferral / active EE | $1,521 | $5,194-70.7% | $4,349-65.0% | $6,341-76.0% |
| Admin fee / account holder | $162 | $6,897-97.7% | $5,537-97.1% | $12,309-98.7% |