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 | $38,357 | $153,772-75.1% | $133,980-71.4% | $273,961-86.0% |
| Participation rate | 31.3% | 88.4%-57.1pp | 87.1%-55.8pp | 83.0%-51.8pp |
| Annual return | 10.36% | 36.51%-26.2pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $699 | $6,029-88.4% | $5,211-86.6% | $4,869-85.6% |
| Participant deferral / active EE | $2,700 | $6,958-61.2% | $6,282-57.0% | $5,287-48.9% |
| Admin fee / account holder | $199 | $11,765-98.3% | $9,324-97.9% | $10,132-98.0% |