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 | $35,174 | $157,256-77.6% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.4%-44.0pp |
| Annual return | 60.38% | 64.32%-3.9pp | 71.39%-11.0pp | 345.32%-284.9pp |
| Employer contribution / active EE | $533 | $5,261-89.9% | $4,735-88.7% | $4,762-88.8% |
| Participant deferral / active EE | $2,896 | $7,109-59.3% | $6,709-56.8% | $5,850-50.5% |
| Admin fee / account holder | $94 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |