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 | $69,780 | $84,696-17.6% | $75,696-7.8% | $167,490-58.3% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.8%-56.1pp | 82.1%-63.4pp |
| Annual return | 13.83% | 199.36%-185.5pp | 104.53%-90.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $266 | $3,230-91.8% | $2,743-90.3% | $4,837-94.5% |
| Participant deferral / active EE | $1,527 | $4,580-66.7% | $3,821-60.0% | $6,341-75.9% |
| Admin fee / account holder | $146 | $5,355-97.3% | $3,619-96.0% | $12,309-98.8% |