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 | $31,172 | $102,966-69.7% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 15.35% | 95.16%-79.8pp | 78.10%-62.7pp | 345.32%-330.0pp |
| Employer contribution / active EE | $41 | $3,139-98.7% | $2,854-98.6% | $4,762-99.1% |
| Participant deferral / active EE | $1,927 | $4,281-55.0% | $3,885-50.4% | $5,850-67.1% |
| Admin fee / account holder | $170 | $6,171-97.3% | $5,351-96.8% | $11,596-98.5% |