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 | $46,957 | $27,839+68.7% | $58,482-19.7% | $71,457-34.3% |
| Participation rate | 30.4% | 34.5%-4.2pp | 50.9%-20.5pp | 67.9%-37.6pp |
| Annual return | 18.59% | 26.81%-8.2pp | 4239.32%-4220.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,391 | $1,206+15.3% | $1,924-27.7% | $4,289-67.6% |
| Admin fee / account holder | $119 | $1,641-92.7% | $2,516-95.3% | $1,587-92.5% |