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 | $24,993 | $37,426-33.2% | $77,482-67.7% | $79,858-68.7% |
| Participation rate | 14.8% | 41.5%-26.7pp | 54.2%-39.4pp | 69.6%-54.8pp |
| Annual return | 20.36% | 39.70%-19.3pp | 54.79%-34.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $77 | $637-87.9% | $986-92.2% | $2,471-96.9% |
| Participant deferral / active EE | $697 | $1,260-44.7% | $1,861-62.5% | $3,740-81.4% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |