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 | $35,675 | $82,630-56.8% | $64,105-44.3% | $125,391-71.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 1.78% | 1489.72%-1487.9pp | 791.24%-789.5pp | 282.22%-280.4pp |
| Employer contribution / active EE | $102 | $2,671-96.2% | $1,820-94.4% | $4,866-97.9% |
| Participant deferral / active EE | $846 | $3,608-76.6% | $2,822-70.0% | $5,352-84.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |