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 | $24,777 | $156,846-84.2% | $121,098-79.5% | $139,434-82.2% |
| Participation rate | 38.5% | 76.4%-38.0pp | 69.5%-31.0pp | 80.3%-41.9pp |
| Annual return | 15.59% | 1474.56%-1459.0pp | 985.75%-970.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $141 | $5,536-97.5% | $4,164-96.6% | $4,751-97.0% |
| Participant deferral / active EE | $1,331 | $4,844-72.5% | $4,080-67.4% | $6,710-80.2% |
| Admin fee / account holder | $136 | $6,946-98.0% | $5,644-97.6% | $11,403-98.8% |