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 | $21,496 | $99,079-78.3% | $77,999-72.4% | $273,961-92.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 17.55% | 217.93%-200.4pp | 425.96%-408.4pp | 41.45%-23.9pp |
| Employer contribution / active EE | $299 | $3,308-91.0% | $2,470-87.9% | $4,869-93.9% |
| Participant deferral / active EE | $3,844 | $4,306-10.7% | $3,497+9.9% | $5,287-27.3% |
| Admin fee / account holder | $64 | $8,954-99.3% | $5,480-98.8% | $10,132-99.4% |