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 | $70,756-68.3% | $65,493-65.8% | $142,382-84.3% |
| Participation rate | 22.7% | 77.4%-54.7pp | 73.1%-50.4pp | 80.1%-57.4pp |
| Annual return | 11.53% | 1754.89%-1743.4pp | 982.45%-970.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $128 | $2,881-95.6% | $2,574-95.0% | $4,299-97.0% |
| Participant deferral / active EE | $1,122 | $4,637-75.8% | $3,961-71.7% | $6,507-82.8% |
| Admin fee / account holder | $25 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |