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 | $85,202-63.6% | $172,739-82.0% | $72,985-57.5% |
| Participation rate | 41.8% | 70.1%-28.2pp | 82.6%-40.8pp | 69.5%-27.7pp |
| Annual return | 23.23% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $217 | $3,324-93.5% | $5,143-95.8% | $2,440-91.1% |
| Participant deferral / active EE | $1,636 | $3,260-49.8% | $5,198-68.5% | $3,607-54.6% |
| Admin fee / account holder | $102 | $5,884-98.3% | $13,954-99.3% | $5,124-98.0% |