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 | $29,718 | $107,334-72.3% | $92,893-68.0% | $152,861-80.6% |
| Participation rate | 41.2% | 79.8%-38.6pp | 76.0%-34.8pp | 82.4%-41.3pp |
| Annual return | 33.24% | 145.58%-112.3pp | 109.41%-76.2pp | 345.32%-312.1pp |
| Employer contribution / active EE | $324 | $4,221-92.3% | $3,653-91.1% | $4,762-93.2% |
| Participant deferral / active EE | $3,425 | $4,845-29.3% | $4,236-19.1% | $5,850-41.5% |
| Admin fee / account holder | $216 | $7,079-96.9% | $5,794-96.3% | $11,596-98.1% |