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 | $83,494 | $106,890-21.9% | $84,015-0.6% | $152,861-45.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 22.96% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $291 | $2,734-89.4% | $1,983-85.3% | $4,762-93.9% |
| Participant deferral / active EE | $1,693 | $4,011-57.8% | $3,239-47.7% | $5,850-71.1% |
| Admin fee / account holder | $79 | $8,285-99.0% | $6,101-98.7% | $11,596-99.3% |