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 | $46,237 | $111,724-58.6% | $93,606-50.6% | $145,922-68.3% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 13.63% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $225 | $3,090-92.7% | $2,420-90.7% | $4,660-95.2% |
| Participant deferral / active EE | $1,414 | $4,912-71.2% | $4,411-67.9% | $6,688-78.9% |
| Admin fee / account holder | $216 | $10,250-97.9% | $8,285-97.4% | $13,397-98.4% |