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 | $37,998 | $162,781-76.7% | $133,956-71.6% | $158,922-76.1% |
| Participation rate | 41.2% | 83.2%-42.0pp | 79.8%-38.7pp | 82.0%-40.8pp |
| Annual return | 17.96% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,141 | $5,911-63.8% | $5,048-57.6% | $5,982-64.2% |
| Admin fee / account holder | $15 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |