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 | $17,581 | $107,934-83.7% | $91,989-80.9% | $152,861-88.5% |
| Participation rate | 41.7% | 81.2%-39.5pp | 78.6%-37.0pp | 82.4%-40.8pp |
| Annual return | 25.98% | 89.24%-63.3pp | 69.02%-43.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $132 | $4,210-96.9% | $3,452-96.2% | $4,762-97.2% |
| Participant deferral / active EE | $2,184 | $6,364-65.7% | $5,923-63.1% | $5,850-62.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |