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 | $34,628 | $65,365-47.0% | $92,893-62.7% | $72,985-52.6% |
| Participation rate | 15.0% | 68.3%-53.3pp | 76.0%-61.0pp | 69.5%-54.5pp |
| Annual return | 22.28% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $239 | $2,594-90.8% | $3,653-93.5% | $2,440-90.2% |
| Participant deferral / active EE | $1,485 | $3,128-52.5% | $4,236-64.9% | $3,607-58.8% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,794-99.5% | $5,124-99.4% |