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 | $28,271 | $104,907-73.1% | $84,611-66.6% | $152,861-81.5% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.4%-37.0pp |
| Annual return | 19.70% | 373.79%-354.1pp | 258.74%-239.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $149 | $3,302-95.5% | $2,652-94.4% | $4,762-96.9% |
| Participant deferral / active EE | $810 | $4,688-82.7% | $3,899-79.2% | $5,850-86.2% |
| Admin fee / account holder | $53 | $6,241-99.2% | $4,912-98.9% | $11,596-99.5% |