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 | $20,747 | $85,202-75.6% | $172,739-88.0% | $72,985-71.6% |
| Participation rate | 29.5% | 70.1%-40.6pp | 82.6%-53.2pp | 69.5%-40.0pp |
| Annual return | 25.25% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $179 | $3,324-94.6% | $5,143-96.5% | $2,440-92.7% |
| Participant deferral / active EE | $1,018 | $3,260-68.8% | $5,198-80.4% | $3,607-71.8% |
| Admin fee / account holder | $115 | $5,884-98.1% | $13,954-99.2% | $5,124-97.8% |