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 | $44,997 | $127,777-64.8% | $106,548-57.8% | $167,490-73.1% |
| Participation rate | 42.9% | 78.3%-35.4pp | 76.1%-33.3pp | 82.1%-39.2pp |
| Annual return | 18.15% | 33.87%-15.7pp | 26.80%-8.7pp | 478.56%-460.4pp |
| Employer contribution / active EE | $539 | $3,427-84.3% | $2,819-80.9% | $4,837-88.8% |
| Participant deferral / active EE | $4,089 | $5,087-19.6% | $4,398-7.0% | $6,341-35.5% |
| Admin fee / account holder | $30 | $11,228-99.7% | $7,407-99.6% | $12,309-99.8% |