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 | $13,851 | $45,152-69.3% | $73,843-81.2% | $59,632-76.8% |
| Participation rate | 13.3% | 64.0%-50.7pp | 73.4%-60.1pp | 68.7%-55.3pp |
| Annual return | 23222.98% | 27.40%+23195.6pp | 2267.84%+20955.1pp | 2041.28%+21181.7pp |
| Employer contribution / active EE | $35 | $1,902-98.2% | $2,787-98.8% | $2,203-98.4% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $64 | $3,516-98.2% | $4,880-98.7% | $4,297-98.5% |