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 | $21,937 | $99,079-77.9% | $77,999-71.9% | $273,961-92.0% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.5%-38.7pp | 83.0%-46.2pp |
| Annual return | 14.38% | 217.93%-203.5pp | 425.96%-411.6pp | 41.45%-27.1pp |
| Employer contribution / active EE | $129 | $3,308-96.1% | $2,470-94.8% | $4,869-97.4% |
| Participant deferral / active EE | $2,245 | $4,306-47.9% | $3,497-35.8% | $5,287-57.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |