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 | $44,949 | $115,770-61.2% | $101,248-55.6% | $158,922-71.7% |
| Participation rate | 31.6% | 79.4%-47.8pp | 75.8%-44.2pp | 82.0%-50.4pp |
| Annual return | 13.90% | 56.14%-42.2pp | 46.47%-32.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $593 | $4,175-85.8% | $3,660-83.8% | $4,761-87.5% |
| Participant deferral / active EE | $2,178 | $4,957-56.1% | $4,370-50.2% | $5,982-63.6% |
| Admin fee / account holder | $33 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |