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 | $21,407 | $77,634-72.4% | $156,549-86.3% | $62,891-66.0% |
| Participation rate | 16.7% | 71.2%-54.5pp | 84.0%-67.3pp | 69.3%-52.6pp |
| Annual return | 28.01% | 50.32%-22.3pp | 32.23%-4.2pp | 20.14%+7.9pp |
| Employer contribution / active EE | $216 | $3,444-93.7% | $5,501-96.1% | $2,281-90.5% |
| Participant deferral / active EE | $1,797 | $3,045-41.0% | $4,871-63.1% | $3,203-43.9% |
| Admin fee / account holder | $84 | $5,561-98.5% | $13,027-99.4% | $4,296-98.0% |