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 | $53,666 | $111,724-52.0% | $93,606-42.7% | $145,922-63.2% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 7.93% | 202.98%-195.1pp | 133.20%-125.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $503 | $3,090-83.7% | $2,420-79.2% | $4,660-89.2% |
| Participant deferral / active EE | $1,608 | $4,912-67.3% | $4,411-63.5% | $6,688-75.9% |
| Admin fee / account holder | $270 | $10,250-97.4% | $8,285-96.7% | $13,397-98.0% |