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 | $53,386 | $157,256-66.1% | $141,162-62.2% | $152,861-65.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 27.03% | 64.32%-37.3pp | 71.39%-44.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $476 | $5,261-91.0% | $4,735-89.9% | $4,762-90.0% |
| Participant deferral / active EE | $3,125 | $7,109-56.0% | $6,709-53.4% | $5,850-46.6% |
| Admin fee / account holder | $83 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |