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 | $24,805 | $63,346-60.8% | $92,233-73.1% | $70,131-64.6% |
| Participation rate | 48.4% | 68.7%-20.3pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 15.65% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $434 | $2,471-82.4% | $3,679-88.2% | $2,342-81.5% |
| Participant deferral / active EE | $1,161 | $2,854-59.3% | $3,897-70.2% | $3,332-65.2% |
| Admin fee / account holder | $195 | $3,840-94.9% | $5,194-96.2% | $4,645-95.8% |