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 | $24,386 | $115,882-79.0% | $100,516-75.7% | $158,922-84.7% |
| Participation rate | 38.9% | 81.6%-42.7pp | 79.4%-40.5pp | 82.0%-43.1pp |
| Annual return | 30.15% | 34.79%-4.6pp | 30.89%-0.7pp | 302.83%-272.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,448 | $6,674-48.3% | $6,270-45.0% | $5,982-42.4% |
| Admin fee / account holder | $9 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |