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 | $36,919 | $99,020-62.7% | $86,590-57.4% | $147,584-75.0% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 17.38% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $885 | $3,972-77.7% | $3,609-75.5% | $5,439-83.7% |
| Admin fee / account holder | $80 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |