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 | $21,641 | $115,770-81.3% | $101,248-78.6% | $158,922-86.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 13.22% | 56.14%-42.9pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $50 | $4,175-98.8% | $3,660-98.6% | $4,761-99.0% |
| Participant deferral / active EE | $2,139 | $4,957-56.9% | $4,370-51.1% | $5,982-64.3% |
| Admin fee / account holder | $212 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |