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 | $14,256 | $77,899-81.7% | $149,673-90.5% | $75,163-81.0% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 20.35% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $255 | $3,137-91.9% | $4,818-94.7% | $2,670-90.5% |
| Participant deferral / active EE | $1,551 | $3,411-54.5% | $5,680-72.7% | $4,125-62.4% |
| Admin fee / account holder | $29 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |