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 | $31,170 | $165,335-81.1% | $149,696-79.2% | $158,922-80.4% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 39.82% | 348.15%-308.3pp | 276.60%-236.8pp | 302.83%-263.0pp |
| Employer contribution / active EE | $93 | $5,103-98.2% | $4,644-98.0% | $4,761-98.0% |
| Participant deferral / active EE | $4,157 | $7,181-42.1% | $6,842-39.2% | $5,982-30.5% |
| Admin fee / account holder | $244 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |