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 | $56,185 | $176,377-68.1% | $134,143-58.1% | $158,922-64.6% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 16.36% | 63.63%-47.3pp | 36.33%-20.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3 | $5,040-99.9% | $3,704-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $4,054 | $4,091-0.9% | $3,499+15.9% | $5,982-32.2% |
| Admin fee / account holder | $192 | $8,718-97.8% | $6,684-97.1% | $11,246-98.3% |