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 | $30,970 | $100,773-69.3% | $88,946-65.2% | $142,382-78.2% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.8%-26.7pp | 80.1%-38.0pp |
| Annual return | 17.96% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $200 | $2,918-93.1% | $2,555-92.2% | $4,299-95.3% |
| Participant deferral / active EE | $1,043 | $5,230-80.1% | $4,581-77.2% | $6,507-84.0% |
| Admin fee / account holder | $138 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |