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 | $38,826 | $144,119-73.1% | $117,854-67.1% | $147,584-73.7% |
| Participation rate | 28.6% | 83.4%-54.8pp | 79.7%-51.1pp | 82.8%-54.3pp |
| Annual return | 20.59% | 531.15%-510.6pp | 335.08%-314.5pp | 578.55%-558.0pp |
| Employer contribution / active EE | $462 | $4,896-90.6% | $3,786-87.8% | $4,876-90.5% |
| Participant deferral / active EE | $1,846 | $5,316-65.3% | $4,482-58.8% | $5,439-66.1% |
| Admin fee / account holder | $84 | $10,886-99.2% | $8,020-99.0% | $10,885-99.2% |