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 | $22,408 | $68,097-67.1% | $62,929-64.4% | $137,256-83.7% |
| Participation rate | 22.7% | 77.4%-54.7pp | 73.1%-50.4pp | 80.0%-57.2pp |
| Annual return | 11.53% | 1859.11%-1847.6pp | 1063.93%-1052.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $128 | $2,811-95.5% | $2,505-94.9% | $4,156-96.9% |
| Participant deferral / active EE | $1,122 | $4,553-75.4% | $3,888-71.2% | $6,407-82.5% |
| Admin fee / account holder | $25 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |