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 | $39,742 | $157,256-74.7% | $141,162-71.8% | $152,861-74.0% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 24.22% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $914 | $5,261-82.6% | $4,735-80.7% | $4,762-80.8% |
| Participant deferral / active EE | $4,918 | $7,109-30.8% | $6,709-26.7% | $5,850-15.9% |
| Admin fee / account holder | $269 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |