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 | $25,637 | $228,332-88.8% | $185,823-86.2% | $158,922-83.9% |
| Participation rate | 27.3% | 82.3%-55.0pp | 78.0%-50.8pp | 82.0%-54.7pp |
| Annual return | 22.32% | 40.80%-18.5pp | 35.95%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,991 | $6,415-69.0% | $5,632-64.6% | $5,982-66.7% |
| Admin fee / account holder | $28 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |