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 | $66,992 | $53,127+26.1% | $86,590-22.6% | $70,131-4.5% |
| Participation rate | 11.1% | 65.3%-54.2pp | 73.5%-62.4pp | 69.5%-58.4pp |
| Annual return | 18.29% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $42 | $2,068-98.0% | $2,839-98.5% | $2,342-98.2% |
| Participant deferral / active EE | $1,932 | $2,696-28.3% | $3,609-46.5% | $3,332-42.0% |
| Admin fee / account holder | $95 | $3,585-97.3% | $4,906-98.1% | $4,645-97.9% |