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 | $36,633 | $117,859-68.9% | $102,438-64.2% | $145,959-74.9% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 10.63% | 31.72%-21.1pp | 29.37%-18.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $472 | $3,615-86.9% | $3,024-84.4% | $4,661-89.9% |
| Participant deferral / active EE | $2,307 | $5,732-59.7% | $5,054-54.3% | $6,689-65.5% |
| Admin fee / account holder | $20 | $13,318-99.8% | $9,448-99.8% | $13,398-99.9% |