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 | $34,210 | $40,256-15.0% | $57,343-40.3% | $59,632-42.6% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.8pp | 68.7%-35.3pp |
| Annual return | 1.95% | 27.49%-25.5pp | 24.39%-22.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,557 | $2,399-35.1% | $3,162-50.8% | $3,192-51.2% |
| Admin fee / account holder | $65 | $2,818-97.7% | $3,356-98.1% | $4,297-98.5% |