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 | $25,921 | $48,076-46.1% | $78,689-67.1% | $62,891-58.8% |
| Participation rate | 10.0% | 65.2%-55.2pp | 73.6%-63.6pp | 69.3%-59.3pp |
| Annual return | 101.65% | 31.35%+70.3pp | 62.18%+39.5pp | 20.14%+81.5pp |
| Employer contribution / active EE | $179 | $2,015-91.1% | $2,851-93.7% | $2,281-92.2% |
| Participant deferral / active EE | $883 | $2,588-65.9% | $3,517-74.9% | $3,203-72.4% |
| Admin fee / account holder | $150 | $3,207-95.3% | $4,510-96.7% | $4,296-96.5% |