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 | $26,507 | $113,339-76.6% | $94,993-72.1% | $147,584-82.0% |
| Participation rate | 58.8% | 78.0%-19.2pp | 73.9%-15.1pp | 82.8%-24.0pp |
| Annual return | 16.90% | 20.77%-3.9pp | 27.12%-10.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $862 | $3,777-77.2% | $3,317-74.0% | $5,439-84.1% |
| Admin fee / account holder | $38 | $6,063-99.4% | $4,960-99.2% | $10,885-99.6% |