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 | $57,258 | $93,571-38.8% | $135,903-57.9% | $75,163-23.8% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 25.22% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $578 | $3,537-83.6% | $4,856-88.1% | $2,670-78.3% |
| Participant deferral / active EE | $2,860 | $6,404-55.3% | $7,758-63.1% | $4,125-30.7% |
| Admin fee / account holder | $270 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |