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 | $26,854 | $163,101-83.5% | $136,749-80.4% | $142,382-81.1% |
| Participation rate | 12.5% | 78.2%-65.7pp | 72.1%-59.6pp | 80.1%-67.6pp |
| Annual return | 23.07% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $596 | $4,117-85.5% | $3,400-82.5% | $4,299-86.1% |
| Participant deferral / active EE | $1,312 | $5,585-76.5% | $4,692-72.0% | $6,507-79.8% |
| Admin fee / account holder | $97 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |