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 | $45,741 | $104,974-56.4% | $95,585-52.1% | $142,382-67.9% |
| Participation rate | 30.8% | 75.0%-44.2pp | 72.1%-41.3pp | 80.1%-49.4pp |
| Annual return | 19.76% | 210.33%-190.6pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,675 | $4,352-61.5% | $4,023-58.4% | $6,507-74.3% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |