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 | $29,667 | $106,890-72.2% | $84,015-64.7% | $152,861-80.6% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.4%-54.7pp |
| Annual return | 26.14% | 104.99%-78.8pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,262 | $4,011-68.5% | $3,239-61.0% | $5,850-78.4% |
| Admin fee / account holder | $33 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |