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 | $20,313 | $53,127-61.8% | $86,590-76.5% | $70,131-71.0% |
| Participation rate | 18.8% | 65.3%-46.6pp | 73.5%-54.8pp | 69.5%-50.8pp |
| Annual return | 32.65% | 27.66%+5.0pp | 964.84%-932.2pp | 73.14%-40.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,155 | $2,696-20.1% | $3,609-40.3% | $3,332-35.3% |
| Admin fee / account holder | $6 | $3,585-99.8% | $4,906-99.9% | $4,645-99.9% |