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 | $20,829 | $46,553-55.3% | $64,056-67.5% | $75,163-72.3% |
| Participation rate | 27.8% | 65.9%-38.2pp | 72.3%-44.5pp | 67.2%-39.4pp |
| Annual return | 19.23% | 26.03%-6.8pp | 33.69%-14.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $231 | $1,974-88.3% | $2,747-91.6% | $2,670-91.3% |
| Participant deferral / active EE | $2,740 | $2,837-3.4% | $3,880-29.4% | $4,125-33.6% |
| Admin fee / account holder | $186 | $2,952-93.7% | $3,068-93.9% | $5,651-96.7% |