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 | $29,596 | $96,635-69.4% | $86,612-65.8% | $139,434-78.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 18.51% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,717 | $4,836-43.8% | $4,438-38.8% | $6,710-59.5% |
| Admin fee / account holder | $246 | $6,408-96.2% | $5,614-95.6% | $11,403-97.8% |