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 | $31,953 | $149,679-78.7% | $117,039-72.7% | $147,584-78.3% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 10.51% | 19.31%-8.8pp | 18.95%-8.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $230 | $4,937-95.3% | $3,785-93.9% | $4,876-95.3% |
| Participant deferral / active EE | $1,478 | $4,912-69.9% | $3,929-62.4% | $5,439-72.8% |
| Admin fee / account holder | $264 | $7,856-96.6% | $5,974-95.6% | $10,885-97.6% |