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 | $26,344 | $104,907-74.9% | $84,611-68.9% | $152,861-82.8% |
| Participation rate | 65.0% | 74.8%-9.8pp | 68.2%-3.2pp | 82.4%-17.4pp |
| Annual return | 26.27% | 373.79%-347.5pp | 258.74%-232.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,053 | $4,688-56.2% | $3,899-47.3% | $5,850-64.9% |
| Admin fee / account holder | $108 | $6,241-98.3% | $4,912-97.8% | $11,596-99.1% |