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 | $21,768 | $77,634-72.0% | $156,549-86.1% | $62,891-65.4% |
| Participation rate | 43.1% | 71.2%-28.1pp | 84.0%-41.0pp | 69.3%-26.3pp |
| Annual return | 9.55% | 50.32%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $306 | $3,444-91.1% | $5,501-94.4% | $2,281-86.6% |
| Participant deferral / active EE | $1,049 | $3,045-65.6% | $4,871-78.5% | $3,203-67.3% |
| Admin fee / account holder | $223 | $5,561-96.0% | $13,027-98.3% | $4,296-94.8% |