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 | $28,504 | $58,208-51.0% | $81,812-65.2% | $80,856-64.7% |
| Participation rate | 20.5% | 63.4%-43.0pp | 72.3%-51.9pp | 67.6%-47.2pp |
| Annual return | 12.52% | 41.66%-29.1pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $103 | $2,340-95.6% | $2,912-96.5% | $2,755-96.3% |
| Participant deferral / active EE | $1,174 | $3,281-64.2% | $4,319-72.8% | $4,296-72.7% |
| Admin fee / account holder | $92 | $4,981-98.1% | $7,386-98.8% | $6,918-98.7% |