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 | $10,971 | $69,207-84.1% | $64,056-82.9% | $139,434-92.1% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 20.13% | 45.88%-25.8pp | 33.69%-13.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $250 | $3,182-92.1% | $2,747-90.9% | $4,751-94.7% |
| Participant deferral / active EE | $1,596 | $4,682-65.9% | $3,880-58.9% | $6,710-76.2% |
| Admin fee / account holder | $270 | $4,244-93.6% | $3,068-91.2% | $11,403-97.6% |