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 | $37,650 | $115,770-67.5% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 23.63% | 56.14%-32.5pp | 46.47%-22.8pp | 302.83%-279.2pp |
| Employer contribution / active EE | $716 | $4,175-82.8% | $3,660-80.4% | $4,761-85.0% |
| Participant deferral / active EE | $2,213 | $4,957-55.4% | $4,370-49.4% | $5,982-63.0% |
| Admin fee / account holder | $21 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |