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 | $26,155 | $157,256-83.4% | $141,162-81.5% | $152,861-82.9% |
| Participation rate | 26.7% | 84.8%-58.2pp | 82.5%-55.8pp | 82.4%-55.8pp |
| Annual return | 33.90% | 64.32%-30.4pp | 71.39%-37.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,525 | $7,109-50.4% | $6,709-47.5% | $5,850-39.7% |
| Admin fee / account holder | $234 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |