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 | $36,965 | $77,419-52.3% | $69,455-46.8% | $152,861-75.8% |
| Participation rate | 18.8% | 78.1%-59.4pp | 74.6%-55.9pp | 82.4%-63.7pp |
| Annual return | 24.74% | 39.06%-14.3pp | 28.97%-4.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $247 | $3,315-92.6% | $2,779-91.1% | $4,762-94.8% |
| Participant deferral / active EE | $1,458 | $4,414-67.0% | $3,535-58.8% | $5,850-75.1% |
| Admin fee / account holder | $104 | $6,207-98.3% | $3,839-97.3% | $11,596-99.1% |