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 | $17,031 | $102,966-83.5% | $90,281-81.1% | $152,861-88.9% |
| Participation rate | 15.4% | 75.9%-60.5pp | 73.3%-57.9pp | 82.4%-67.1pp |
| Annual return | 21.40% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,567 | $4,281-63.4% | $3,885-59.7% | $5,850-73.2% |
| Admin fee / account holder | $11 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |