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 | $16,165 | $85,202-81.0% | $172,739-90.6% | $72,985-77.9% |
| Participation rate | 32.3% | 70.1%-37.8pp | 82.6%-50.4pp | 69.5%-37.2pp |
| Annual return | 23.83% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $152 | $3,324-95.4% | $5,143-97.0% | $2,440-93.8% |
| Participant deferral / active EE | $1,261 | $3,260-61.3% | $5,198-75.7% | $3,607-65.0% |
| Admin fee / account holder | $41 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |