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 | $36,453 | $78,705-53.7% | $117,854-69.1% | $70,131-48.0% |
| Participation rate | 30.5% | 73.2%-42.7pp | 79.7%-49.2pp | 69.5%-39.0pp |
| Annual return | 35.93% | 23.30%+12.6pp | 335.08%-299.1pp | 73.14%-37.2pp |
| Employer contribution / active EE | $416 | $2,223-81.3% | $3,786-89.0% | $2,342-82.3% |
| Participant deferral / active EE | $2,994 | $3,297-9.2% | $4,482-33.2% | $3,332-10.1% |
| Admin fee / account holder | $82 | $5,065-98.4% | $8,020-99.0% | $4,645-98.2% |