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 | $16,895 | $69,207-75.6% | $64,056-73.6% | $139,434-87.9% |
| Participation rate | 41.2% | 75.6%-34.4pp | 72.3%-31.1pp | 80.3%-39.1pp |
| Annual return | 19.79% | 45.88%-26.1pp | 33.69%-13.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,163 | $4,682-75.2% | $3,880-70.0% | $6,710-82.7% |
| Admin fee / account holder | $39 | $4,244-99.1% | $3,068-98.7% | $11,403-99.7% |