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 | $54,460 | $144,119-62.2% | $117,854-53.8% | $147,584-63.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 17.30% | 531.15%-513.8pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $786 | $4,896-83.9% | $3,786-79.2% | $4,876-83.9% |
| Participant deferral / active EE | $3,205 | $5,316-39.7% | $4,482-28.5% | $5,439-41.1% |
| Admin fee / account holder | $116 | $10,886-98.9% | $8,020-98.6% | $10,885-98.9% |