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 | $11,033 | $69,518-84.1% | $59,878-81.6% | $135,375-91.9% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.7%-21.8pp | 82.6%-29.7pp |
| Annual return | 8.85% | 7.94%+0.9pp | 3.46%+5.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $275 | $3,235-91.5% | $2,722-89.9% | $4,779-94.2% |
| Participant deferral / active EE | $1,627 | $4,206-61.3% | $3,402-52.2% | $5,609-71.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |