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 | $29,620 | $157,256-81.2% | $141,162-79.0% | $152,861-80.6% |
| Participation rate | 36.4% | 84.8%-48.5pp | 82.5%-46.1pp | 82.4%-46.1pp |
| Annual return | 21.17% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $859 | $5,261-83.7% | $4,735-81.9% | $4,762-82.0% |
| Participant deferral / active EE | $3,620 | $7,109-49.1% | $6,709-46.0% | $5,850-38.1% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |