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 | $32,515 | $226,064-85.6% | $182,532-82.2% | $152,861-78.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.4%-57.4pp |
| Annual return | 25.74% | 192.51%-166.8pp | 148.54%-122.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $471 | $4,978-90.5% | $4,076-88.5% | $4,762-90.1% |
| Participant deferral / active EE | $1,486 | $6,368-76.7% | $5,524-73.1% | $5,850-74.6% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |