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 | $51,244 | $105,998-51.7% | $92,233-44.4% | $147,584-65.3% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 20.86% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $635 | $4,333-85.3% | $3,679-82.7% | $4,876-87.0% |
| Participant deferral / active EE | $2,403 | $4,478-46.3% | $3,897-38.3% | $5,439-55.8% |
| Admin fee / account holder | $135 | $6,332-97.9% | $5,194-97.4% | $10,885-98.8% |