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 | $18,116 | $76,000-76.2% | $154,107-88.2% | $64,186-71.8% |
| Participation rate | 16.1% | 70.4%-54.3pp | 83.0%-66.9pp | 69.6%-53.4pp |
| Annual return | 6.07% | 30.32%-24.3pp | 735.12%-729.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $323 | $3,351-90.4% | $5,298-93.9% | $2,381-86.5% |
| Participant deferral / active EE | $1,348 | $3,175-57.5% | $5,081-73.5% | $3,470-61.1% |
| Admin fee / account holder | $219 | $5,596-96.1% | $13,411-98.4% | $4,888-95.5% |