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 | $35,485 | $49,227-27.9% | $70,449-49.6% | $79,858-55.6% |
| Participation rate | 48.9% | 69.2%-20.2pp | 75.1%-26.1pp | 69.6%-20.7pp |
| Annual return | 40.87% | 30.06%+10.8pp | 109.03%-68.2pp | 31.71%+9.2pp |
| Employer contribution / active EE | $326 | $2,099-84.4% | $2,737-88.1% | $2,471-86.8% |
| Participant deferral / active EE | $1,598 | $2,768-42.3% | $3,709-56.9% | $3,740-57.3% |
| Admin fee / account holder | $157 | $2,878-94.5% | $3,845-95.9% | $5,306-97.0% |