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 | $17,997 | $58,234-69.1% | $81,783-78.0% | $80,874-77.7% |
| Participation rate | 41.2% | 63.4%-22.3pp | 72.4%-31.2pp | 67.6%-26.5pp |
| Annual return | 22.11% | 41.70%-19.6pp | 775.05%-752.9pp | 35.62%-13.5pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,204 | $3,283-63.3% | $4,320-72.1% | $4,297-72.0% |
| Admin fee / account holder | $145 | $4,982-97.1% | $7,380-98.0% | $6,935-97.9% |