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 | $15,292 | $91,190-83.2% | $178,490-91.4% | $79,858-80.9% |
| Participation rate | 65.9% | 69.2%-3.3pp | 81.9%-16.0pp | 69.6%-3.8pp |
| Annual return | 25.97% | 24.19%+1.8pp | 151.07%-125.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $318 | $3,256-90.2% | $5,011-93.7% | $2,471-87.1% |
| Participant deferral / active EE | $3,013 | $3,236-6.9% | $5,202-42.1% | $3,740-19.4% |
| Admin fee / account holder | $232 | $6,751-96.6% | $13,984-98.3% | $5,306-95.6% |