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 | $52,154 | $111,754-53.3% | $103,333-49.5% | $145,922-64.3% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 10.32% | 24.77%-14.4pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $449 | $4,212-89.3% | $3,868-88.4% | $4,660-90.4% |
| Participant deferral / active EE | $1,811 | $5,619-67.8% | $5,057-64.2% | $6,688-72.9% |
| Admin fee / account holder | $21 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |