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 | $16,603 | $73,515-77.4% | $62,995-73.6% | $147,584-88.7% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.8%-45.6pp | 82.8%-53.7pp |
| Annual return | 13.91% | 175.43%-161.5pp | 87.57%-73.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,727 | $4,185-58.7% | $3,329-48.1% | $5,439-68.2% |
| Admin fee / account holder | $39 | $5,953-99.3% | $3,600-98.9% | $10,885-99.6% |