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 | $6,792 | $85,022-92.0% | $70,515-90.4% | $139,434-95.1% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 20.62% | 30.38%-9.8pp | 32.77%-12.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,399 | $5,890-76.3% | $4,567-69.4% | $6,710-79.2% |
| Admin fee / account holder | $36 | $8,906-99.6% | $6,412-99.4% | $11,403-99.7% |