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 | $64,633 | $115,770-44.2% | $101,248-36.2% | $158,922-59.3% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 16.27% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $377 | $4,175-91.0% | $3,660-89.7% | $4,761-92.1% |
| Participant deferral / active EE | $4,760 | $4,957-4.0% | $4,370+8.9% | $5,982-20.4% |
| Admin fee / account holder | $287 | $7,245-96.0% | $5,945-95.2% | $11,246-97.5% |