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 | $15,747 | $73,515-78.6% | $62,995-75.0% | $147,584-89.3% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.8%-53.8pp | 82.8%-61.8pp |
| Annual return | 17.38% | 175.43%-158.1pp | 87.57%-70.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $220 | $3,320-93.4% | $2,759-92.0% | $4,876-95.5% |
| Participant deferral / active EE | $801 | $4,185-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $20 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |