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 | $35,021 | $102,616-65.9% | $81,983-57.3% | $158,922-78.0% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.2%-24.8pp | 82.0%-37.5pp |
| Annual return | 21.01% | 61.04%-40.0pp | 41.31%-20.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,075 | $4,648-55.4% | $3,722-44.3% | $5,982-65.3% |
| Admin fee / account holder | $15 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |