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 | $44,650 | $85,202-47.6% | $172,739-74.2% | $72,985-38.8% |
| Participation rate | 13.2% | 70.1%-56.9pp | 82.6%-69.5pp | 69.5%-56.3pp |
| Annual return | 23.20% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $260 | $3,324-92.2% | $5,143-95.0% | $2,440-89.4% |
| Participant deferral / active EE | $1,142 | $3,260-65.0% | $5,198-78.0% | $3,607-68.3% |
| Admin fee / account holder | $190 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |