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 | $29,695 | $99,652-70.2% | $78,778-62.3% | $147,584-79.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 18.02% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $237 | $2,796-91.5% | $1,986-88.1% | $4,876-95.1% |
| Participant deferral / active EE | $1,186 | $3,664-67.6% | $2,958-59.9% | $5,439-78.2% |
| Admin fee / account holder | $37 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |