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 | $23,425 | $138,065-83.0% | $123,544-81.0% | $135,375-82.7% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | 1.00% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.7pp |
| Employer contribution / active EE | $8 | $5,151-99.8% | $4,628-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $2,935 | $6,799-56.8% | $6,426-54.3% | $5,609-47.7% |
| Admin fee / account holder | $169 | $10,916-98.5% | $9,284-98.2% | $10,827-98.4% |