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 | $42,069 | $71,050-40.8% | $93,606-55.1% | $80,856-48.0% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.6%-29.4pp |
| Annual return | 17.05% | 11.26%+5.8pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $11 | $1,564-99.3% | $2,420-99.5% | $2,755-99.6% |
| Participant deferral / active EE | $1,478 | $4,034-63.4% | $4,411-66.5% | $4,296-65.6% |
| Admin fee / account holder | $222 | $6,945-96.8% | $8,285-97.3% | $6,918-96.8% |