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 | $9,136 | $72,400-87.4% | $67,502-86.5% | $145,922-93.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 14.23% | 7182.46%-7168.2pp | 3512.12%-3497.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $192 | $3,069-93.7% | $2,731-93.0% | $4,660-95.9% |
| Participant deferral / active EE | $1,215 | $4,783-74.6% | $4,000-69.6% | $6,688-81.8% |
| Admin fee / account holder | $11 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |