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 | $11,328 | $31,109-63.6% | $67,711-83.3% | $52,331-78.4% |
| Participation rate | 25.5% | 54.0%-28.5pp | 67.5%-42.1pp | 68.1%-42.7pp |
| Annual return | 35.11% | 23.70%+11.4pp | 25.41%+9.7pp | 4.54%+30.6pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,130 | $1,970+8.1% | $3,585-40.6% | $3,022-29.5% |
| Admin fee / account holder | $79 | $466-83.0% | $4,255-98.1% | $592-86.6% |