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 | $55,711 | $183,519-69.6% | $155,509-64.2% | $145,922-61.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 31.87% | 61.17%-29.3pp | 64.67%-32.8pp | 561.29%-529.4pp |
| Employer contribution / active EE | $239 | $5,313-95.5% | $4,672-94.9% | $4,660-94.9% |
| Participant deferral / active EE | $4,989 | $6,462-22.8% | $5,626-11.3% | $6,688-25.4% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |