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 | $39,247 | $88,707-55.8% | $74,183-47.1% | $273,961-85.7% |
| Participation rate | 47.6% | 79.4%-31.8pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 81.59% | 11.94%+69.6pp | 17.74%+63.9pp | 41.45%+40.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,662 | $4,212-13.0% | $3,550+3.2% | $5,287-30.7% |
| Admin fee / account holder | $20 | $8,717-99.8% | $5,586-99.6% | $10,132-99.8% |