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 | $33,903 | $73,515-53.9% | $62,995-46.2% | $147,584-77.0% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.8%-45.6pp | 82.8%-53.7pp |
| Annual return | 19.15% | 175.43%-156.3pp | 87.57%-68.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $180 | $3,320-94.6% | $2,759-93.5% | $4,876-96.3% |
| Participant deferral / active EE | $2,394 | $4,185-42.8% | $3,329-28.1% | $5,439-56.0% |
| Admin fee / account holder | $12 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |