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 | $24,416 | $106,890-77.2% | $84,015-70.9% | $152,861-84.0% |
| Participation rate | 40.9% | 75.2%-34.3pp | 69.0%-28.1pp | 82.4%-41.5pp |
| Annual return | 19.72% | 104.99%-85.3pp | 71.31%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,159 | $4,011-71.1% | $3,239-64.2% | $5,850-80.2% |
| Admin fee / account holder | $284 | $8,285-96.6% | $6,101-95.3% | $11,596-97.5% |