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 | $17,864 | $49,915-64.2% | $154,803-88.5% | $74,304-76.0% |
| Participation rate | 7.9% | 54.0%-46.0pp | 78.1%-70.1pp | 60.3%-52.4pp |
| Annual return | 13.03% | 34.06%-21.0pp | 58.88%-45.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $164 | $1,611-89.8% | $4,305-96.2% | $2,241-92.7% |
| Participant deferral / active EE | $611 | $2,255-72.9% | $5,540-89.0% | $3,767-83.8% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |