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 | $73,375 | $127,777-42.6% | $106,548-31.1% | $167,490-56.2% |
| Participation rate | 45.5% | 78.3%-32.8pp | 76.1%-30.7pp | 82.1%-36.7pp |
| Annual return | 24.64% | 33.87%-9.2pp | 26.80%-2.2pp | 478.56%-453.9pp |
| Employer contribution / active EE | $474 | $3,427-86.2% | $2,819-83.2% | $4,837-90.2% |
| Participant deferral / active EE | $2,131 | $5,087-58.1% | $4,398-51.5% | $6,341-66.4% |
| Admin fee / account holder | $300 | $11,228-97.3% | $7,407-96.0% | $12,309-97.6% |