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 | $39,520 | $63,346-37.6% | $92,233-57.2% | $70,131-43.6% |
| Participation rate | 39.7% | 68.7%-28.9pp | 76.5%-36.8pp | 69.5%-29.8pp |
| Annual return | 17.84% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $392 | $2,471-84.1% | $3,679-89.3% | $2,342-83.3% |
| Participant deferral / active EE | $1,905 | $2,854-33.2% | $3,897-51.1% | $3,332-42.8% |
| Admin fee / account holder | $136 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |