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 | $13,148 | $34,308-61.7% | $74,701-82.4% | $72,985-82.0% |
| Participation rate | 32.7% | 42.4%-9.7pp | 54.5%-21.8pp | 69.5%-36.8pp |
| Annual return | 20.30% | 26.58%-6.3pp | 752.92%-732.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $82 | $692-88.2% | $1,084-92.5% | $2,440-96.7% |
| Participant deferral / active EE | $449 | $1,271-64.7% | $1,964-77.1% | $3,607-87.5% |
| Admin fee / account holder | $228 | $2,124-89.3% | $3,333-93.2% | $5,124-95.6% |