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 | $30,206 | $91,037-66.8% | $71,671-57.9% | $147,584-79.5% |
| Participation rate | 52.4% | 76.1%-23.7pp | 68.7%-16.4pp | 82.8%-30.4pp |
| Annual return | 16.49% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $465 | $3,327-86.0% | $2,460-81.1% | $4,876-90.5% |
| Participant deferral / active EE | $2,134 | $4,498-52.6% | $3,438-37.9% | $5,439-60.8% |
| Admin fee / account holder | $286 | $8,613-96.7% | $5,558-94.8% | $10,885-97.4% |