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 | $33,134 | $105,998-68.7% | $92,233-64.1% | $147,584-77.5% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 12.42% | 50.05%-37.6pp | 176.28%-163.9pp | 578.55%-566.1pp |
| Employer contribution / active EE | $685 | $4,333-84.2% | $3,679-81.4% | $4,876-85.9% |
| Participant deferral / active EE | $1,543 | $4,478-65.5% | $3,897-60.4% | $5,439-71.6% |
| Admin fee / account holder | $210 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |