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 | $12,508 | $99,020-87.4% | $86,590-85.6% | $147,584-91.5% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 26.39% | 1312.34%-1285.9pp | 964.84%-938.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,581 | $3,972-60.2% | $3,609-56.2% | $5,439-70.9% |
| Admin fee / account holder | $41 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |