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 | $21,113 | $183,592-88.5% | $155,567-86.4% | $145,959-85.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.13% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $754 | $5,315-85.8% | $4,674-83.9% | $4,661-83.8% |
| Participant deferral / active EE | $3,885 | $6,464-39.9% | $5,628-31.0% | $6,689-41.9% |
| Admin fee / account holder | $168 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |