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 | $48,503 | $105,998-54.2% | $92,233-47.4% | $147,584-67.1% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 13.67% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $579 | $4,333-86.6% | $3,679-84.3% | $4,876-88.1% |
| Participant deferral / active EE | $2,535 | $4,478-43.4% | $3,897-35.0% | $5,439-53.4% |
| Admin fee / account holder | $196 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |