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 | $56,067 | $228,332-75.4% | $185,823-69.8% | $158,922-64.7% |
| Participation rate | 28.6% | 82.3%-53.7pp | 78.0%-49.5pp | 82.0%-53.4pp |
| Annual return | 31.49% | 40.80%-9.3pp | 35.95%-4.5pp | 302.83%-271.3pp |
| Employer contribution / active EE | $336 | $4,967-93.2% | $4,087-91.8% | $4,761-92.9% |
| Participant deferral / active EE | $1,350 | $6,415-79.0% | $5,632-76.0% | $5,982-77.4% |
| Admin fee / account holder | $255 | $11,864-97.8% | $9,500-97.3% | $11,246-97.7% |