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 | $33,686 | $107,334-68.6% | $92,893-63.7% | $152,861-78.0% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 19.86% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $713 | $4,221-83.1% | $3,653-80.5% | $4,762-85.0% |
| Participant deferral / active EE | $2,710 | $4,845-44.1% | $4,236-36.0% | $5,850-53.7% |
| Admin fee / account holder | $47 | $7,079-99.3% | $5,794-99.2% | $11,596-99.6% |