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 | $16,168 | $81,632-80.2% | $70,449-77.1% | $158,922-89.8% |
| Participation rate | 26.7% | 77.7%-51.1pp | 75.1%-48.4pp | 82.0%-55.3pp |
| Annual return | 13.32% | 208.40%-195.1pp | 109.03%-95.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $160 | $3,217-95.0% | $2,737-94.2% | $4,761-96.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |