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 | $65,645 | $77,899-15.7% | $149,673-56.1% | $75,163-12.7% |
| Participation rate | 8.9% | 65.6%-56.7pp | 78.8%-69.8pp | 67.2%-58.3pp |
| Annual return | 17.10% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $349 | $3,137-88.9% | $4,818-92.8% | $2,670-86.9% |
| Participant deferral / active EE | $891 | $3,411-73.9% | $5,680-84.3% | $4,125-78.4% |
| Admin fee / account holder | $21 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |