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 | $31,015 | $169,032-81.7% | $129,207-76.0% | $145,922-78.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 12.28% | 14330.11%-14317.8pp | 9417.33%-9405.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $110 | $5,537-98.0% | $4,153-97.3% | $4,660-97.6% |
| Participant deferral / active EE | $1,168 | $4,987-76.6% | $4,168-72.0% | $6,688-82.5% |
| Admin fee / account holder | $51 | $9,954-99.5% | $7,715-99.3% | $13,397-99.6% |