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 | $28,038 | $136,179-79.4% | $98,755-71.6% | $167,490-83.3% |
| Participation rate | 26.3% | 70.2%-43.9pp | 65.7%-39.4pp | 82.1%-55.8pp |
| Annual return | 12.30% | 67.53%-55.2pp | 49.91%-37.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $507 | $3,716-86.4% | $3,035-83.3% | $6,341-92.0% |
| Admin fee / account holder | $291 | $5,031-94.2% | $4,076-92.9% | $12,309-97.6% |