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 | $64,236 | $70,756-9.2% | $65,493-1.9% | $142,382-54.9% |
| Participation rate | 30.8% | 77.4%-46.6pp | 73.1%-42.3pp | 80.1%-49.4pp |
| Annual return | 14.30% | 1754.89%-1740.6pp | 982.45%-968.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $195 | $2,881-93.2% | $2,574-92.4% | $4,299-95.5% |
| Participant deferral / active EE | $2,278 | $4,637-50.9% | $3,961-42.5% | $6,507-65.0% |
| Admin fee / account holder | $13 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |