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 | $15,900 | $107,334-85.2% | $92,893-82.9% | $152,861-89.6% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 31.07% | 145.58%-114.5pp | 109.41%-78.3pp | 345.32%-314.3pp |
| Employer contribution / active EE | $631 | $4,221-85.1% | $3,653-82.7% | $4,762-86.8% |
| Participant deferral / active EE | $3,083 | $4,845-36.4% | $4,236-27.2% | $5,850-47.3% |
| Admin fee / account holder | $51 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |