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 | $51,800 | $177,572-70.8% | $154,803-66.5% | $142,382-63.6% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.1%-36.9pp | 80.1%-38.9pp |
| Annual return | 16.52% | 65.07%-48.5pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $399 | $4,810-91.7% | $4,305-90.7% | $4,299-90.7% |
| Participant deferral / active EE | $2,756 | $6,272-56.1% | $5,540-50.3% | $6,507-57.6% |
| Admin fee / account holder | $103 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |