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 | $39,265 | $91,037-56.9% | $71,671-45.2% | $147,584-73.4% |
| Participation rate | 42.9% | 76.1%-33.3pp | 68.7%-25.9pp | 82.8%-40.0pp |
| Annual return | 24.72% | 20.48%+4.2pp | 20.65%+4.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $55 | $3,327-98.3% | $2,460-97.8% | $4,876-98.9% |
| Participant deferral / active EE | $1,014 | $4,498-77.5% | $3,438-70.5% | $5,439-81.4% |
| Admin fee / account holder | $194 | $8,613-97.8% | $5,558-96.5% | $10,885-98.2% |