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 | $21,634 | $97,044-77.7% | $83,333-74.0% | $135,375-84.0% |
| Participation rate | 47.6% | 80.4%-32.8pp | 77.8%-30.1pp | 82.6%-35.0pp |
| Annual return | 21.79% | 12.31%+9.5pp | 10.63%+11.2pp | 519.73%-497.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,976 | $5,964-66.9% | $5,565-64.5% | $5,609-64.8% |
| Admin fee / account holder | $98 | $8,380-98.8% | $7,510-98.7% | $10,827-99.1% |