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 | $27,607 | $77,419-64.3% | $69,455-60.3% | $152,861-81.9% |
| Participation rate | 26.3% | 78.1%-51.8pp | 74.6%-48.3pp | 82.4%-56.1pp |
| Annual return | 21.66% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,954 | $4,414-55.7% | $3,535-44.7% | $5,850-66.6% |
| Admin fee / account holder | $272 | $6,207-95.6% | $3,839-92.9% | $11,596-97.7% |