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 | $31,029 | $99,020-68.7% | $86,590-64.2% | $147,584-79.0% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 14.32% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $542 | $3,972-86.3% | $3,609-85.0% | $5,439-90.0% |
| Admin fee / account holder | $284 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |