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 | $22,334 | $112,096-80.1% | $95,952-76.7% | $158,922-85.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 20.31% | 171.09%-150.8pp | 91.61%-71.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $569 | $3,198-82.2% | $2,541-77.6% | $4,761-88.0% |
| Participant deferral / active EE | $2,278 | $4,784-52.4% | $4,167-45.3% | $5,982-61.9% |
| Admin fee / account holder | $230 | $10,130-97.7% | $6,795-96.6% | $11,246-98.0% |